Fee-OnlyFinder

Hourly fees in Waltham, MA

5 advisers in Waltham offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 5

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 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 reported