Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 12 of 17.
northeast investment management inc
boston, MA
northstar asset management, inc
boston, MA
norwich ventures
waltham, MA
novo holdings us investment advisor, inc.
boston, MA
numeric investors llc
boston, MA
nutter investment advisors
boston, MA
nyes ledge capital management, llc
boston, MA
o.f.o. partners, llc
hingham, MA
o'rourke & company, incorporated
boston, MA
old ironsides energy, llc
waltham, MA
omega fund management, llc
boston, MA
one charles private wealth
hingham, MA
one stone global llc
boston, MA
one way ventures management pbc, inc.
boston, MA
opaleye management inc.
boston, MA
openview advisors, llc
boston, MA
optum ventures
boston, MA
orvieto partners, l.p.
boston, MA
osbon capital management, llc
boston, MA
ot management, llc
boston, MA
ouellette wealth advisory llc
lexington, MA
p/e global llc
boston, MA
pacific lake partners, l.l.c.
boston, MA
palladin consumer retail partners, llc
boston, MA
pallas capital advisors, llc
braintree, MA
panagora asset management inc
boston, MA
par capital management, inc.
boston, MA
parametric holdings llc
jamaica plain, MA
park state asset management llc
beverly, MA
parquet capital management, llc
boston, MA
partners capital investment group, llp
boston, MA
pathlight capital
boston, MA
peak financial management inc
wellesley, MA
pear tree advisors, inc.
lincoln, MA
pear tree partners, lp
lincoln, MA
peddock capital advisors, llc
braintree, MA
penobscot investment management company, inc.
boston, MA
pension & wealth management advisors
waltham, MA
perennial advisors group, llc
westford, MA
perennial capital advisors, llc
boston, MA
pillar companies management, llc
boston, MA
pinnacle pension consultants llc
needham, MA
pinney & scofield, inc.
cambridge, MA
pleasant bay capital partners, llc
boston, MA
point allerton llc
hull, MA
polaris capital management, llc
boston, MA
polaris growth management, llc
boston, MA
polaris investment advisors, llc
framingham, 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.