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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
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
HANLEY & ASSOCIATES LLC
Pittsfield, MA
AUM
$24.4M
Trusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
413-499-5212
LEBED ASSET MANAGEMENT LLC
Boston, MA
AUM
$24.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-722-8322
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
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
BDKMARKETGROUP INVESTMENT MANAGEMENT LLC
Wellesley, MA
AUM
$17.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-724-9701
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
CONVERGENT CAPITAL PARTNERS, LLC
Boston, MA
AUM
$17.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(617) 418-1900
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
BOSTON HARBOR INVESTMENT MANAGEMENT
Bedford, MA
AUM
$15.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
978-290-0816
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