Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 5 of 17.
clarity retirement & wealth, llc
new bedford, MA
claro advisors inc.
boston, MA
clarus ventures, llc
cambridge, MA
clean energy venture management, llc
boston, MA
clear brook advisors, inc.
boston, MA
clearhaven partners lp
boston, MA
clough capital partners, lp
boston, MA
cohere capital
boston, MA
colman knight advisory group, llc
acton, MA
colrain capital llc
boston, MA
columbia cent clo advisers, llc
boston, MA
columbia management investment advisers, llc
boston, MA
commons capital, llc
needham, MA
commonwealth financial network
waltham, MA
commonwealth venture management corp.
woburn, MA
companyon ventures
boston, MA
compass capital corporation
braintree, MA
concordia wealth management, llc
concord, MA
congress asset management company, llp
boston, MA
constant guidance financial, llc
north attleboro, MA
constitution capital equity partners lp
andover, MA
constitution capital horizon advisor, lp
andover, MA
constitution capital pm, l. p.
andover, MA
contravisory investment management, inc.
norwell, MA
cormorant asset management, lp
boston, MA
cornerstone financial management llc
burlington, MA
cottage street advisors
marion, MA
covalent partners llc
concord, MA
cove hill partners, l.p.
boston, MA
cox capital management llc
andover, MA
crawford fund management, llc
boston, MA
creacion ventures management us llc
cambridge, MA
crestwood advisors
boston, MA
cure ventures management, lp
boston, MA
curie bio
cambridge, MA
cutler capital management
worcester, MA
cutter financial group llc
falmouth, MA
cvp management, inc.
cambridge, MA
cw advisors, llc
boston, MA
cybernetix ventures
boston, MA
d/b/a the davis companies or davis
boston, MA
dardanelles capital lp
boston, MA
darrow wealth management
needham, MA
data point management company, llc
boston, MA
datalign
cambridge, MA
delcam capital
hopedale, MA
delos advisors, inc.
cambridge, MA
delphinus financial advisors, llc
mansfield, 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.