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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
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
GILBERT INVESTMENT MANAGEMENT
Boston, MA
AUM
$13.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
617-645-1625
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
BALANSTONE, LLC
Newton, MA
AUM
$10.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SUBADVISER FEES
617-958-1490
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
LATTANZI FINANCIAL SERVICES LLC
Revere, MA
AUM
$8.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
781 284 8783
NESTEGG FINANCIAL
Middleton, MA
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Fixed fees
781-592-0006
PRUDENT GROWTH INVESTMENTS LLC
Natick, MA
AUM
$8.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(508) 694-3599
GARCH CAPITAL LLC
Andover, MA
AUM
$7.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
978-806-6008
INTEGRITY ADVISORS LLC
Burlington, MA
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
718-501-7515
PIONEER FINANCIAL, INC.
South Hadley, MA
AUM
$7.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
413-532-8392
NUBIAN SQUARE INVESTMENT ADVISORS, LLC
Brookline, MA
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
617-318-7151
DRISCOLL FINANCIAL
Plymouth, MA
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
508-830-9970
LEGACY INVESTMENT ADVISORS INC.
Braintree, MA
AUM
$5.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
781-380-1017
STONESTREET FINANCIAL, INC.
Stoughton, MA
AUM
$5.3M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(781) 436-5421
FIRST DUE FINANCIAL LLC
Wareham, MA
AUM
$1.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
508-273-7003