Fee-OnlyFinder

Advisers in Plymouth, MA

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

Financial planning (4)Hourly fees (6)Flat / fixed fees (3)

All advisers

1620 Investment Advisors, INC.36 Cordage Park Circle, Suite 217 · Plymouth, MA 02360 · (508) 830-4778 · Financial planningCRD 119262 · % of assets, Hourly charges, Fixed fees · $241.6 million AUMSEC registeredNo commissions reportedBeal Consulting, INC.100 Sandwich Road · Plymouth, MA 02360 · (617) 737-1733 · Hourly feesCRD 133313 · % of assets, Hourly charges · $44.9 million AUMState registeredNo commissions reportedFinancial Focus Asset Management,inc.59 Samoset St · Plymouth, MA 02360 · (781) 829-8626 · Hourly feesCRD 128847 · % of assets, Hourly charges, Fixed fees · $17.0 million AUMState registeredNo commissions reportedGranite Wealth Management LLC32 Court Street, 2nd Floor · Plymouth, MA 02360 · (508) 746-4228 · Financial planningCRD 309868 · % of assets, Hourly charges, Fixed fees · $68.5 million AUMState registeredNo commissions reportedNew England Financial Group728 State Road, 2nd Floor · Plymouth, MA 02360 · (508) 224-0222 · % of assets managedCRD 131686 · % of assets · $77.1 million AUMState registeredNo commissions reportedShp Wealth Management, LLC225 Water St, Suite C210 · Plymouth, MA 02360 · (508) 746-2400 · Financial planningCRD 174697 · % of assets, Hourly charges, Other · $1.9 billion AUMSEC registeredNo commissions reportedTyler Street Capital65 Cordage Park Circle, Suite 130 · Plymouth, MA 02360 · (508) 648-4684 · Financial planningCRD 340011 · % of assets, Hourly charges · $491.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Plymouth? 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.