Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 14 of 17.
rwa wealth partners
boston, MA
s & co., inc.
boston, MA
sachetta, llc
lynnfield, MA
safar partners llc
cambridge, MA
safford nicholas h & co inc
rockport, MA
sandia investment managment lp
boston, MA
sandy cove advisors, llc
hingham, MA
santander securities
boston, MA
savior wealth
wellesley, MA
savvi financial llc
waltham, MA
sawyer & co inc
boston, MA
scaleup latam, llc
cambridge, MA
schwerin boyle capital management, inc
springfield, MA
scott management
boston, MA
scs capital management llc
boston, MA
seamans capital management, llc
waltham, MA
seaport global advisors, llc
boston, MA
sechrest financial services
acton, MA
semanteon capital management, lp
newton, MA
sentinel pension advisors, llc.
wakefield, MA
sequentis capital llc
boston, MA
sf advisers, llc
boston, MA
shawspring partners, llc
boston, MA
shellback capital, lp
boston, MA
shepherd financial partners, llc
winchester, MA
shepherd kaplan krochuk, llc
boston, MA
shepherd kaplan llc
boston, MA
shp wealth management, llc
plymouth, MA
signal ridge capital partners, llc
framingham, MA
siharum advisors, llc
boston, MA
silverarc capital management, llc
boston, MA
silversmith capital partners
boston, MA
single point partners
boston, MA
sippican capital advisors
boston, MA
sirios capital management, l.p.
boston, MA
skky partners, lp
boston, MA
slc management
wellesley hills, MA
smartleaf asset management llc
boston, MA
softbank, inc.
newton, MA
solamere capital, llc
boston, MA
solasta ventures, inc
boston, MA
solel partners lp
boston, MA
solum partners
boston, MA
south shore capital advisors, llc
boston, MA
south shore investment services llc
norwell, MA
spark capital
boston, MA
spectrum equity
boston, MA
spring lake equity gp llc
burlington, 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.