Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 13 of 17.
polen capital clo management, llc
waltham, MA
polen capital credit, llc
waltham, MA
portolan capital management, llc
boston, MA
prides crossing capital management, llc
wakefield, MA
prime management company i, llc
cambridge, MA
proctor financial
sherborn, MA
proficient wealth counselors, llc
norwood, MA
proficio capital partners llc
newton, MA
promethos capital, llc
boston, MA
prospect hill growth partners, l.p.
waltham, MA
prosperitea planning
greenfield, MA
psg equity l.l.c.
boston, MA
purefi wealth, llc
boston, MA
putnam investment management, llc
boston, MA
qiming u.s. ventures management, llc
cambridge, MA
qtron investments llc
boston, MA
ra capital management, lp
boston, MA
radius wealth management, inc.
boston, MA
range rock capital
wellesley, MA
raptor capital management lp
boston, MA
rational investment group, llc
brookline, MA
redwood investments, llc
boston, MA
relay investments management, llc
boston, MA
remus capital
boston, MA
renaissance investment group, llc
lenox, MA
renaissance wealth advisors, llc
newton, MA
retirement resources investment corporation
andover, MA
revenant
wellesley hills, MA
reynders, mcveigh capital management, llc
boston, MA
rf&l wealth management, llc
acton, MA
rheeco, inc.
natick, MA
rhumbline advisers
boston, MA
richardson financial services
medway, MA
righthand capital, llc
west newton, MA
rise north capital investment advisors
braintree, MA
risk paradigm group, llc
burlington, MA
riverside partners, llc
boston, MA
riverview capital advisers llc
boston, MA
rockfence investment management llc
boston, MA
rockingstone advisors
great barrington, MA
rockpoint
boston, MA
rocky hill advisors inc.
peabody, MA
romulus capital management, llc
boston, MA
rose grove capital management, llc
wellesley, MA
rose park advisors, llc
boston, MA
rothwell investment advisors
salem, MA
rpg family wealth advisory, llc
burlington, MA
rvp management, llc
cambridge, 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.