Fee-OnlyFinder

Advisers in Waltham, MA

12 advisers in Waltham — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (5)Flat / fixed fees (7)% of assets managed (11)

All advisers

Atlantic Planning Group, LLC201 Jones Road, Suite 620 · Waltham, MA 02451 · (781) 894-7000 · Financial planningCRD 133178 · Hourly charges, Fixed feesState registeredNo commissions reportedBallentine Partners230 3rd Avenue, Suite 6 · Waltham, MA 02451 · (781) 314-1300 · Financial planningCRD 152802 · % of assets, Hourly charges, Fixed fees · $15.3 billion AUMSEC registeredNo commissions reportedExcalibur Management CorpBay Colony Corporate Center, 950 Winter Street North, Suite 4100 · Waltham, MA 02451 · (617) 916-9669 · Financial planningCRD 110836 · % of assets, Fixed fees · $712.1 million AUMSEC registeredNo commissions reportedFoster Dykema Cabot & Partners, LLC1075 Main Street Suite 200 · Waltham, MA 02451 · (617) 423-3900 · Financial planningCRD 300282 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedGranahan Investment Management LLC404 Wyman Street, Suite 460 · Waltham, MA 02451 · (781) 890-4412 · % of assets managedCRD 107745 · % of assets, Performance-based fees · $2.4 billion AUMSEC registeredNo commissions reportedIntegrated Wealth Concepts LLC200 5th Avenue, 4th Floor · Waltham, MA 02451 · (781) 890-3045 · Financial planningCRD 284656 · % of assets, Hourly charges, Fixed fees · $23.6 billion AUMSEC registeredNo commissions reportedJsk Capital Advisors, LLC404 Wyman Street, Suite 380 · Waltham, MA 02451 · (781) 890-3150 · Financial planningCRD 167038 · % of assets, Hourly charges · $10.6 million AUMState registeredNo commissions reportedMontis Financial, LLC230 Third Avenue, Floor 5 · Waltham, MA 02451 · (781) 541-5057 · Financial planningCRD 163986 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedPension & Wealth Management Advisors800 South Street, Suite 160 · Waltham, MA 02453 · (781) 810-0800 · Financial planningCRD 309546 · % of assets · $529.8 million AUMSEC registeredNo commissions reportedSavvi Financial LLC465 Waverley Oaks Rd, Ste 315 · Waltham, MA 02452 · (781) 583-7011 · Financial planningCRD 169196 · % of assets, Fixed fees · $44.7 million AUMSEC registeredNo commissions reported
Seamans Capital Management, LLC200 5th Ave., Suite 4010 · Waltham, MA 02451 · (781) 890-5225 · % of assets managedCRD 118404 · % of assets, Performance-based fees · $170.7 million AUMSEC registeredNo commissions reportedWindrose Advisors LLCWatermill Center, 800 South Street, Suite 600 · Waltham, MA 02453 · (617) 421-1750 · Financial planningCRD 152145 · % of assets, Performance-based fees · $2.7 billion AUMSEC registeredNo commissions reported
Talking to advisers in Waltham? 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.