Fee-OnlyFinder

Advisers in North Andover, MA

7 advisers in North Andover — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (4)% of assets managed (6)

All advisers

Andover Advisory Group800 Turnpike Street, Suite 300 · North Andover, MA 01845 · (978) 691-5005 · Financial planningCRD 132062 · Hourly charges, Fixed feesState registeredNo commissions reportedConnolly Financial Advisors, INC.231 Sutton Street, Suite 2d-1 · North Andover, MA 01845 · (800) 758-1112 · Financial planningCRD 148298 · % of assets, Hourly charges · $93.3 million AUMState registeredNo commissions reportedDemers Financial Planning800 Turnpike Street, Suite 300 · North Andover, MA 01845 · (978) 494-4337 · Financial planningCRD 148752 · % of assets, Fixed fees · $25.7 million AUMState registeredNo commissions reportedFlying Point Financial, INC.855 Turnpike Street · North Andover, MA 01845 · (978) 975-3000 · Financial planningCRD 107915 · % of assets, Hourly charges, Fixed fees · $206.7 million AUMSEC registeredNo commissions reportedFrench and Skloff Investment Advisors, LLC857 Turnpike Street · North Andover, MA 01845 · (617) 720-5520 · Financial planningCRD 336794 · % of assets, Performance-based feesState registeredNo commissions reportedMassachusetts Wealth Management, LLC807 Turnpike Street · North Andover, MA 01845 · (978) 685-1050 · % of assets managedCRD 160235 · % of assets · $301.5 million AUMSEC registeredNo commissions reportedNeedham Advisory Corporation861 Turnpike Street, Unit 226 · North Andover, MA 01845 · (978) 681-8821 · Financial planningCRD 105378 · % of assets, Hourly charges, Fixed fees · $102.4 million AUMSEC registeredNo commissions reported
Talking to advisers in North Andover? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.