Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 16 of 17.
third rock ventures, llc.
boston, MA
thl managers vii, llc
boston, MA
thorntree capital partners lp
boston, MA
tiaa kaspick, llc
boston, MA
tiger iron capital, llc
andover, MA
timber creek capital management, llc
boston, MA
timbuktu capital management, llc
boston, MA
timmons wealth management
attleboro, MA
titanium advisors, llc
franklin, MA
toc-23 era
hingham, MA
transformation capital
boston, MA
traub capital management
needham, MA
tremont realty capital llc
newton, MA
trillium asset management
boston, MA
truvius
boston, MA
tst investments
somerville, MA
tsw wealth management
framingham, MA
tucker's farm 3, llc
framingham, MA
turas capital management
boston, MA
twelve points wealth management
concord, MA
twin focus capital partners, llc
boston, MA
twin gryphon advisors llc
marshfield, MA
twin oak etf company
wellesley, MA
tyler street capital
plymouth, MA
u. s. boston capital corporation
lincoln, MA
underscore.vc management company, llc
boston, MA
union park capital management, l.p.
boston, MA
usa mutuals advisors, inc.
concord, MA
valence8
cambridge, MA
venture guides management, l.p.
boston, MA
verdad advisers, l.p.
boston, MA
vestigo ventures
cambridge, MA
vestmark advisory solutions, inc.
wakefield, MA
vianti capital management, lp
boston, MA
vincent wealth advisors llc
norwell, MA
vinyl capital
boston, MA
visible ventures
hingham, MA
volition capital llc
boston, MA
vv capital management, lp
newton, MA
wainwright investment counsel llc
boston, MA
washington trust advisors
wellesley, MA
waterline ventures, llc
cambridge, MA
waterville investment partners, llc
needham, MA
wave equity partners
boston, MA
wavecrest management company, llc
boston, MA
wealth effects
boston, MA
weatherbie capital, llc
boston, MA
webster equity partners, l.p.
waltham, 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.