SAGAMORE WEALTH MANAGEMENT, LLC
Woburn, MA
AUM
$23.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
781-569-5909
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MA
446 advisers found
VINEYARD WEALTH GROUP, LLC
Vineyard Haven, MA
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(508) 696-2000
CCM INVESTMENT MANAGEMENT, LLC
New Bedford, MA
AUM
$20.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
774-226-8765
PROACTIVE FINANCIAL SOLUTIONS 360, LLC
North Attleboro, MA
AUM
$19.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
508 316-9360
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
LENNOX FINANCIAL
Swampscott, MA
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
781-592-6662
LEVERAGE FINANCIAL ADVISORY
Wilmington, MA
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
617-356-1852
SULLIVAN RETIREMENT RESOURCES, LLC
Wrentham, MA
AUM
$16.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; FEES FROM THIRD-PARTY MANAGERS AND SUB-ADVISORS
774-847-9949
TANIN, TUNC
Cambridge, MA
AUM
$15.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
781-974-2137
HARBOR POINT CAPITAL MANAGEMENT, LLC
Woburn, MA
AUM
$15.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
774-893-3351
ACCESS FINANCIAL PLANNING, LLC
Newburyport, MA
AUM
$14.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(978) 237-5833
NEW SHORE FINANCIAL LLC
Wrentham, MA
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(617) 699-6585
COLLABORATIVE FINANCIAL SOLUTIONS LLC
Brookline, MA
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
781-519-2338
ZEN FINANCIAL PLANNING, LLC
Andover, MA
AUM
$13.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
978-216-9941
RHOTOPIA FINANCIAL ADVISORS
Milton, MA
AUM
$11.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
617-690-3878
YANKEE INVESTOR, LLC
New Bedford, MA
AUM
$11.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(508) 738-4088
HATHAWAY ADVISORY
Arlington, MA
AUM
$11.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(617) 203-6127
JSK CAPITAL ADVISORS, LLC
Waltham, MA
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(781) 890-3150
DREAMFIELD PLANNING GROUP, LLC
Braintree, MA
AUM
$9.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-313-7545
R.A.I. FINANCIAL SERVICES, INC.
Lynnfield, MA
AUM
$9.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-598-4466
RAKATANSKY FINANCIAL LLC
Subudry, MA
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
508-872-0101
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-218-2822
CLARITY WEALTH MANAGEMENT LLC
Montague, MA
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(413) 200-0541
NESTEGG FINANCIAL
Middleton, MA
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Fixed fees
781-592-0006