RPG FAMILY WEALTH ADVISORY, LLC
Burlington, MA
AUM
$700.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888) 285-8600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA, BURLINGTON
8 advisers found
NEFPG
Burlington, MA
AUM
$246.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-272-2200
CORNERSTONE FINANCIAL MANAGEMENT LLC
Burlington, MA
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-527-1238
CHARLES RIVER WEALTH MANAGEMENT, LLC
Burlington, MA
AUM
$110.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(781) 270-5400
GREENWAY FINANCIAL ADVISORS LLC
Burlington, MA
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
339-234-9098
ANDANTE FINANCIAL
Burlington, MA
AUM
$18.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
617-816-4422
INTEGRITY ADVISORS LLC
Burlington, MA
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
718-501-7515
CURTIN FINANCIAL SERVICES, INC.
Burlington, MA
AUM
$1.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
781-640-8425
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