Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 11 of 17.
mg financial llc
braintree, MA
middleton & company inc.
boston, MA
millstreet capital management llc
boston, MA
miner partners, llc
boston, MA
minot deblois advisors llc
boston, MA
mirae asset capital life science, inc.
boston, MA
miri capital management llc
boston, MA
mirova us
boston, MA
mission biocapital
cambridge, MA
mission biocapital
cambridge, MA
mml investment advisers, llc
springfield, MA
mml investors services, llc
springfield, MA
monashee investment management, llc
boston, MA
montis financial, llc
waltham, MA
monument group wealth advisors, llc
concord, MA
moody aldrich partners, llc
marblehead, MA
moody, lynn, lieberson & walker, llc
boston, MA
moore financial advisors, ltd.
belmont, MA
moors & cabot, inc
boston, MA
mpm bioimpact
boston, MA
msa financial
braintree, MA
mvm partners, llc
boston, MA
mwa asset management
danvers, MA
napier financial
braintree, MA
natixis advisors, llc
boston, MA
navemar capital management, lp
boston, MA
nbw capital llc
boston, MA
needham advisory corporation
north andover, MA
nefpg
burlington, MA
neoteny management, llc
wellesley, MA
nepc, llc
boston, MA
new england private wealth advisors, llc
wellesley, MA
new england retirement consultants, llc
boston, MA
new england schooner, inc.
peabody, MA
new frontier advisors, llc
boston, MA
new harbor financial group, llc
worcester, MA
new heritage capital, llc
boston, MA
new world advisors llc
hingham, MA
newpath management, l.p.
boston, MA
newton investment management north america
boston, MA
nextech ventures (us) llc
boston, MA
nextview ventures
boston, MA
nichols & pratt advisers llp
boston, MA
ninth eternity asset management llc
cambridge, MA
nobscot investment management llc
wellesley, MA
nonantum capital partners
boston, MA
north bridge venture management company, llc
wellesley, MA
north run capital, lp
boston, MA
Frequently Asked Questions
How much does a financial advisor cost in Massachusetts?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.