Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 6 of 17.
deltaterra investments llc
natick, MA
denali growth partners
boston, MA
denham capital management lp
boston, MA
diametric capital, lp
boston, MA
disciplined alpha llc
boston, MA
diversified financial management
norwell, MA
dividex management llc
westwood, MA
donoghue forlines llc
boston, MA
downing capital group
harwich, MA
drive by draftkings
boston, MA
dsf advisors, llc
boston, MA
e14 management, llc
cambridge, MA
eagleclaw capital management llc
boston, MA
east bridge capital management lp
boston, MA
east coast asset management, llc
essex, MA
easterly investment partners llc
beverly, MA
eastward capital partners, llc
west newton, MA
eaton vance management
boston, MA
ef hutton fund management llc
duxbury, MA
eggz
charlemont, MA
elephant
boston, MA
emblem group, l.p.
boston, MA
emery partners llc
boston, MA
empirical asset management, llc
wellesley, MA
engine ventures
cambridge, MA
entrepreneurshares llc
boston, MA
epg incorporated
framingham, MA
epilog partners, lp.
boston, MA
equal opportunity ventures
cambridge, MA
equality asset management
boston, MA
equity resource investments, llc
cambridge, MA
eshel bot
burlington, MA
esplanade capital llc
chestnut hill, MA
essex investment management company, llc
boston, MA
essex private wealth management llc
topsfield, MA
eterna growth partners
boston, MA
ethos capital lp
boston, MA
etre llc
cambridge, MA
eventide asset management, llc
boston, MA
everlane equity partners, llc
boston, MA
evolution credit partners management, llc
boston, MA
excalibur management corp
waltham, MA
excel venture management
boston, MA
exchange place advisors, llc
sudbury, MA
exeter capital
boston, MA
f l putnam investment management co.
lynnfield, MA
factor investing group
westborough, MA
fairfield financial advisors
wellesley, 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.