CONSTANT GUIDANCE FINANCIAL, LLC
North Attleboro, MA
AUM
$198.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-207-8049
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
CAMBRIDGE CAPE COD ADVISORS, LLC
Sandwich, MA
AUM
$194.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 employees
Clients
101-250
Fees
Percentage of AUM; Fixed fees
508-888-9300
INNOVATIVE ADVISORY GROUP
Lexington, MA
AUM
$194.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-577-2782
KASTEL CAPITAL ADVISORS, LLC
Wellesley, MA
AUM
$193.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(888) 622-2285
BALANCED ROCK INVESTMENT ADVISORS
Roslindale, MA
AUM
$193.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-971-8323
CAPE ANN CAPITAL, INC.
Concord, MA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
978-254-5841
PARK STATE ASSET MANAGEMENT LLC
Beverly, MA
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
978.529.2395
AUM
$191.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
401-519-9000
ROTHWELL INVESTMENT ADVISORS
Salem, MA
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
978-594-8828
COLMAN KNIGHT ADVISORY GROUP, LLC
Acton, MA
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
978-371-2015
FINARC INVESTMENTS, INC.
Norwood, MA
AUM
$187.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-762-8080
AUM
$185.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-729-1094
HIGH PINES WEALTH MANAGEMENT LLC
Duxbury, MA
AUM
$184.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
(617) 580-3141
AUM
$183.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
617-308-5087
RIGHTHAND CAPITAL, LLC
West Newton, MA
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(617) 430-7770
TIMMONS WEALTH MANAGEMENT
Attleboro, MA
AUM
$179.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; HOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING
(774) 331-2172
PROSPERITEA PLANNING
Greenfield, MA
AUM
$176.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
413-829-4832
SIPPICAN CAPITAL ADVISORS
Boston, MA
AUM
$175.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
857-263-8101
FMA WEALTH MANAGEMENT, LLC
Duxbury, MA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-934-7880
LEVATUS LLC
Boston, MA
AUM
$173.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(617) 505-4710
AUM
$172.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
508-255-1651
FINANCIAL SOLUTIONS ASSOCIATES
Dedham, MA
AUM
$171.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
781-251-0505
ASSABET ADVISORS, LLC
Holden, MA
AUM
$171.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(508) 351-9666
SEAMANS CAPITAL MANAGEMENT, LLC
Waltham, MA
AUM
$170.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-890-5225