Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 4 of 17.
bright rock capital management llc
hanover, MA
bristol wealth group
taunton, MA
broadwater capital management llc
boston, MA
brooke private equity associates management llc
boston, MA
brooknoll advisors llc
boston, MA
brookwood advisors, llc
beverly, MA
bts asset management, inc.
lincoln, MA
building ventures, llc
boston, MA
bunker hill management llc
wellesley hills, MA
butterworth financial llc
danvers, MA
bv investment partners, l.p.
boston, MA
byrne financial freedom, llc
franklin, MA
c10 labs
cambridge, MA
cabot properties l.p.
boston, MA
cabot wealth management
beverly, MA
cadence wealth management llc
westborough, MA
callodine capital management
boston, MA
callodine credit management
boston, MA
cambridge associates limited, llc
boston, MA
cambridge associates, llc
boston, MA
cambridge cape cod advisors, llc
sandwich, MA
canby financial advisors
framingham, MA
cannon capital, lp
framingham, MA
canopy capital group
woburn, MA
cape ann capital, inc.
concord, MA
capital advisors group, inc
boston, MA
capital impact advisors
boston, MA
capshift advisors
west newton, MA
carl p. sherr & co., llc
worcester, MA
carr financial group
worcester, MA
castanea partners inc.
newton, MA
castle island ventures
boston, MA
castle rock advisors llc
boston, MA
catalyst financial partners
boston, MA
cataria capital management lp
boston, MA
catch point rights partners lp
boston, MA
catholic investment services, inc.
boston, MA
causeway management ii, llc
cambridge, MA
causeway media partners
cambridge, MA
centerpoint advisors, llc
needham, MA
century equity partners llc
boston, MA
charles river wealth management, llc
burlington, MA
charlesbank capital partners, llc
boston, MA
choate investment advisors
boston, MA
chtp management services inc.
boston, MA
chv management, llc
boston, MA
claragh mountain investments lp
boston, MA
clarendon private 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.