CAMBRIDGE CAPE COD ADVISORS, LLC
Sandwich, MA
AUM
$194.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 employees
Clients
101-250
Fees
Percentage of AUM; Fixed fees
508-888-9300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MA
446 advisers found
INNOVATIVE ADVISORY GROUP
Lexington, MA
AUM
$194.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-577-2782
KASTEL CAPITAL ADVISORS, LLC
Wellesley, MA
AUM
$193.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(888) 622-2285
BALANCED ROCK INVESTMENT ADVISORS
Roslindale, MA
AUM
$193.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-971-8323
CAPE ANN CAPITAL, INC.
Concord, MA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
978-254-5841
PARK STATE ASSET MANAGEMENT LLC
Beverly, MA
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
978.529.2395
AUM
$191.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
401-519-9000
ROTHWELL INVESTMENT ADVISORS
Salem, MA
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
978-594-8828
COLMAN KNIGHT ADVISORY GROUP, LLC
Acton, MA
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
978-371-2015
FINARC INVESTMENTS, INC.
Norwood, MA
AUM
$187.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-762-8080
AUM
$185.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-729-1094
HIGH PINES WEALTH MANAGEMENT LLC
Duxbury, MA
AUM
$184.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
(617) 580-3141
RIGHTHAND CAPITAL, LLC
West Newton, MA
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(617) 430-7770
TIMMONS WEALTH MANAGEMENT
Attleboro, MA
AUM
$179.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; HOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING
(774) 331-2172
PROSPERITEA PLANNING
Greenfield, MA
AUM
$176.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
413-829-4832
FMA WEALTH MANAGEMENT, LLC
Duxbury, MA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-934-7880
LEVATUS LLC
Boston, MA
AUM
$173.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(617) 505-4710
FINANCIAL SOLUTIONS ASSOCIATES
Dedham, MA
AUM
$171.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
781-251-0505
TITANIUM ADVISORS, LLC
Franklin, MA
AUM
$169.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
508-528-3120
CORNERSTONE FINANCIAL MANAGEMENT LLC
Burlington, MA
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-527-1238
AFG FIDUCIARY SERVICES
Hingham, MA
AUM
$166.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(781) 741-2540
NEW ENGLAND SCHOONER, INC.
Peabody, MA
AUM
$165.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
978-977-4757
WOLFSTICH CAPITAL, LLC
Medfield, MA
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-475-6157
RADIUS WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$158.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(617) 765-2200