Advisers in Norwell, MA

6 advisers in Norwell — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (5)% of assets managed (4)

All advisers

Contravisory Investment Management, INC.120 Longwater Drive, Suite 100 · Norwell, MA 02061 · (781) 740-1786 · Financial planningCRD 109767 · % of assets, Performance-based fees · $701.7 million AUMSEC registeredNo commissions reported Diversified Financial Management80 Washington Street, Building E-13 · Norwell, MA 02061 · (781) 792-0440 · Financial planningCRD 171813 · % of assets, Hourly charges, Fixed fees · $338.8 million AUMSEC registeredNo commissions reported Global Vision Advisors101 Longwater Circle, Unit 103 · Norwell, MA 02061 · (781) 740-8883 · Financial planningCRD 145200 · Hourly charges, Fixed feesState registeredNo commissions reported Gorman Financial Management163 Washington St, Ste 1 · Norwell, MA 02061 · (781) 987-1741 · Financial planningCRD 128727 · Hourly charges, Fixed feesState registeredNo commissions reported South Shore Investment Services LLC52 Accord Park Drive, 2nd Floor · Norwell, MA 02061 · (781) 887-8978 · Financial planningCRD 311450 · % of assets, Fixed fees, Other · $117.9 million AUMSEC registeredNo commissions reported Vincent Wealth Advisors LLC101 Longwater Circle, Suite 101 · Norwell, MA 02061 · (781) 556-8623 · Financial planningCRD 332759 · % of assets, Fixed fees · $152.9 million AUMSEC registeredNo commissions reported

Talking to advisers in Norwell? 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.