Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 3 of 17.
battery management corp.
boston, MA
baukunst management company, llc
cambridge, MA
bay colony advisors
concord, MA
bayboston managers llc
boston, MA
bayhawk capital lp
boston, MA
baypine holdings lp
boston, MA
bcpc advisors, lp
boston, MA
bcsf advisors, lp
boston, MA
beacon capital partners, llc
boston, MA
beacon financial planning, inc
hyannis, MA
beaton management co inc
haverhill, MA
beaumont financial partners
needham, MA
beck bode llc
dedham, MA
berkshire money management, inc.
dalton, MA
berkshire partners llc
boston, MA
berkshire property advisors, llc
boston, MA
betro mileszko & company
foxboro, MA
bioventures investors
westborough, MA
birch hill investment advisors llc
boston, MA
blackstone life sciences advisors l.l.c.
cambridge, MA
blg advisor llc
boston, MA
blindspot ventures management co
boston, MA
blue moon capital management llc
boston, MA
bluebird wealth management llc
medfield, MA
bluedoor private wealth, llc
beverly, MA
blueio management, llc
burlington, MA
bny mellon etf investment adviser, llc
boston, MA
bolt innovation management
boston, MA
bolton global asset management
bolton, MA
borabond, llc
framingham, MA
boston common asset management, llc
boston, MA
boston family advisors llc
boston, MA
boston family office llc
boston, MA
boston management and research
boston, MA
boston millennia partners
boston, MA
boston partners
boston, MA
boston portfolio advisers
boston, MA
boston research and management, inc.
manchester, MA
boston seed capital management, l.l.c.
wellesley, MA
boston standard wealth management, llc
winchester, MA
boston trust walden inc.
boston, MA
bostonpremier wealth
hingham, MA
boyd financial strategies, inc.
auburn, MA
bracebridge capital, llc
boston, MA
breakthrough energy ventures
boston, MA
breakwater financial, llc
needham, MA
breckinridge capital advisors inc
boston, MA
brewer lane management, llc
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.