PARKMOUNT FINANCIAL PARTNERS LLC
Scituate, MA
AUM
$40.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-314-0399
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MA
446 advisers found
SW PRIVATE WEALTH, LLC
Needham, MA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
617-866-0998
DAVINCI CAPITAL MANAGEMENT INC.
Cambridge, MA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
617-354-3222
MCCURDY & ANDREW INVESTMENTS, LLC
Sturbridge, MA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-347-8107
BENTLEY WEALTH MANAGEMENT, LLC
Marblehead, MA
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
781-990-0808
MACDONALD WEALTH MANAGEMENT, LLC
Mansfield, MA
AUM
$38.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-500-9960
CRYSTAL CAPITAL MANAGEMENT CORPORATION
Saugus, MA
AUM
$38.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
781-233-2204
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC
Arlington, MA
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
781-641-5700
MAIN STREET FINANCIAL ADVISORY LLC
West Newbury, MA
AUM
$35.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(617) 797-4916
SOUTH COAST PLANNING & WEALTH MANAGEMENT
Fall River, MA
AUM
$35.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
508-290-0411
TGA CAPITAL MANAGEMENT
Braintree, MA
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5082249646
MEETING HOUSE CAPITAL, LLC
Concord, MA
AUM
$30.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-245-6811
CERES FINANCIAL GROUP, INC.
Stoughton, MA
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-344-4401
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.
Amherst, MA
AUM
$29.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
413.259.1900
PIER 42 ADVISORS
South Dennis, MA
AUM
$29.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(508) 258-9300
NICHOLS INVESTMENT ADVISORY SERVICES
Mashpee, MA
AUM
$29.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; PERFORMANCE REPORTING
508-539-1155
PLANDYNAMIC, LLC
Framingham, MA
AUM
$28.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(508) 834-7733
INSIGHT FINANCIAL STRATEGISTS
Newton, MA
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
781 489 3994
JUST WEALTH LLC
Pittsfield, MA
AUM
$27.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
6178041032
KAIZERMAN & ASSOCIATES, LLC
Natick, MA
AUM
$26.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-647-0830
JADIM WEALTH MANAGEMENT, LLC
Boston, MA
AUM
$25.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
323 405-8868
DEMERS FINANCIAL PLANNING
North Andover, MA
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
978-494-4337
OXFORD MARTIN, LLC
Wakefield, MA
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617-932-9861
PARAMOUNT FINANCIAL
Danvers, MA
AUM
$24.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
978-406-9137