EVERGREEN WEALTH MANAGEMENT
Boston, MA
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Fixed fees
978-495-6848
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
STATERA FINANCIAL, LLC
Walpole, MA
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(774) 777-6646
KENDALL WEALTH LLC
Cambridge, MA
AUM
$62.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617-945-2371
TOMASETTI INVESTMENT GROUP, LLC
Needham, MA
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-454-1200
STREET SMART FINANCIAL, LLC
Lexington, MA
AUM
$58.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-860-7878
WILLIAMS ADVISORY SERVICES, LLC
Wellesley, MA
AUM
$57.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
508 598-1247
WOOD WEALTH GROUP, LLC
Charlestown, MA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
617-546-9949
BURR & COMPANY, LLC
Osterville, MA
AUM
$56.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
508.428.1677
BOND FINANCIAL GROUP, INC.
East Longmeadow, MA
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
413-754-4747
TWIN LIGHTS CAPITAL MANAGEMENT LLC
Beverly, MA
AUM
$54.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; MODEL FEES
617-331-1078
ALLEGIANCE FINANCIAL SERVICES, INC.
Hingham, MA
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-749-9100
MOK FINANCIAL PLANNING & TAX, INC.
Millis, MA
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
508-376-8811
LIRIANO WEALTH ADVISORY GROUP, LLC
Newton Center, MA
AUM
$52.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
617-969-2933
ANDERSONLANE
Needham, MA
AUM
$50.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
617-517-4824
RISE NORTH CAPITAL INVESTMENT ADVISORS
Braintree, MA
AUM
$50.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(781) 519-6969
SOUND VIEW FINANCIAL ADVISORS
Walpole, MA
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
508-921-3533
LAUNCH FINANCIAL PLANNING
Andover, MA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
978-245-2424
HOLMES INVESTMENT MANAGEMENT, INC.
Brockton, MA
AUM
$49.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
508-941-5888
NAJARIAN FINANCIAL LLC
Braintree, MA
AUM
$48.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
617-680-8169
THE MONTGOMERY FINANCIAL GROUP, INC.
Orleans, MA
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
508-240-1151
STERLING OAK ADVISORS
Boston, MA
AUM
$47.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
781-992-5700
BRAVE BOAT CAPITAL ADVISORS
Boston, MA
AUM
$47.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-536-3141
BARRETT CAPITAL PARTNERS
Weymouth, MA
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
339-499-6282
BEAL CONSULTING, INC.
Plymouth, MA
AUM
$44.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
617-737-1733