Fee-OnlyFinder

Advisers in Quincy, MA

2 advisers in Quincy — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Harvest Capital Management, LLC1212 Hancock Street, Suite 120 C · Quincy, MA 02169 · (617) 413-5884 · Financial planningCRD 172106 · % of assets · $20.4 million AUMState registeredNo commissions reportedTe Advisors LLC1400 Hancock St · Quincy, MA 02169 · (617) 221-6545 · Flat / fixed feesCRD 336139 · % of assets, Fixed fees · $10,715 AUMSEC registeredNo commissions reported
Talking to advisers in Quincy? 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.