Fee-OnlyFinder

Advisers in Pittsfield, MA

4 advisers in Pittsfield — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (3)% of assets managed (3)

All advisers

Dollar & Sense222 South Street, Suite 103 · Pittsfield, MA 01201 · (413) 448-9015 · Financial planningCRD 129210 · Hourly charges, Fixed feesState registeredNo commissions reportedEast River Capital Management LLC82 Wendell Avenue, Suite 100 · Pittsfield, MA 01201 · (617) 618-8550 · Financial planningCRD 329485 · % of assets, Hourly charges, Fixed fees · $2.5 million AUMState registeredNo commissions reportedHanley & Associates LLC29 Wendell Ave., 2nd Floor · Pittsfield, MA 01201 · (413) 499-5212 · Hourly feesCRD 164916 · % of assets, Hourly charges, Fixed fees · $24.4 million AUMState registeredNo commissions reportedJust Wealth LLC82 Wendell Ave., Suite 100 · Pittsfield, MA 01201 · (617) 804-1032 · Financial planningCRD 324593 · % of assets, Hourly charges · $27.5 million AUMState registeredNo commissions reported
Talking to advisers in Pittsfield? 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.