Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 15 of 17.
spring lake equity management llc
burlington, MA
spring lane capital
boston, MA
square circle ia lp
boston, MA
srb corporation
boston, MA
ssga funds management, inc.
boston, MA
st. germain investment management
springfield, MA
stablepoint partners, llc
braintree, MA
stackwell
boston, MA
stage harbor financial
westwood, MA
staley capital
newton, MA
stance capital llc
boston, MA
state street digital ltd
boston, MA
stockbridge investors
boston, MA
stonehearth capital management
danvers, MA
strategic advisers llc
boston, MA
strategic capital allocation group, l.l.c.
boston, MA
strategic planning group, inc.
wellesley, MA
stride consumer
boston, MA
successful money strategies inc
fall river, MA
suffolk technologies fund management, l.l.c.
boston, MA
summit partners credit advisors, l.p.
boston, MA
summit partners public asset management, llc
boston, MA
summit partners, l.p.
boston, MA
sv health investors, llc
boston, MA
svb wealth
boston, MA
sverica capital management
boston, MA
ta associates
boston, MA
ta realty llc
boston, MA
tableaux wealth
great barrington, MA
tac partners, inc.
boston, MA
te advisors llc
quincy, MA
tech pioneers management llc
wellesley, MA
tectonic ventures management, llc
newton, MA
telemark asset management, llc
boston, MA
tensor edge capital, llc
boston, MA
tfc financial management inc
boston, MA
tfj management, llc
somerville, MA
the baupost group, l.l.c.
boston, MA
the bollard group llc
boston, MA
the clifford group llc
wayland, MA
the cue ball group, llc
boston, MA
the de burlo group, inc.
boston, MA
the newcastle network lp
wellesley, MA
the patriot financial group, llc
walpole, MA
the practical planner
groton, MA
the putnam advisory company, llc
boston, MA
the sher wealth management group
needham, MA
the watermill group
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.