Fee-OnlyFinder

Advisers in Worcester, MA

5 advisers in Worcester — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

Carl P. Sherr & CO., LLC446 Main Street · Worcester, MA 01608 · (508) 791-7126 · Financial planningCRD 3394 · % of assets, Hourly charges · $505.4 million AUMSEC registeredNo commissions reportedCarr Financial Group20 Park Avenue, Ste #201 · Worcester, MA 01605 · (508) 795-0264 · Financial planningCRD 317321 · % of assets, Fixed fees · $744.2 million AUMSEC registeredNo commissions reportedCutler Capital Management306 Main St, 2nd Floor · Worcester, MA 01608 · (508) 757-4455 · Financial planningCRD 107463 · % of assets, Fixed fees, Performance-based fees · $430.8 million AUMSEC registeredNo commissions reportedNew Harbor Financial Group, LLC146 Main Street, Suite 302 · Worcester, MA 01608 · (978) 537-7701 · Financial planningCRD 155528 · % of assets, Hourly charges, Fixed fees · $820.9 million AUMSEC registeredNo commissions reportedWorcester Advisors446 Main Street · Worcester, MA 01608 · (508) 753-7300 · Financial planningCRD 106653 · % of assets · $120.2 million AUMState registeredNo commissions reported
Talking to advisers in Worcester? 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.