Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 7 of 17.
falcon investment advisors, llc
boston, MA
family fiduciary services, inc.
beverly, MA
family partners capital, llc
hamilton, MA
fayerweather management, llc
cambridge, MA
felis advantage, lp
boston, MA
fidelity diversifying solutions llc
boston, MA
fidelity institutional wealth adviser llc
boston, MA
fidelity management & research company llc
boston, MA
fiduciary trust international, llc
lincoln, MA
fiduciary wealth partners, llc
newton lower falls, MA
financial solutions associates
dedham, MA
financial solutions associates
dedham, MA
financially in tune
stoneham, MA
finarc investments, inc.
norwood, MA
finepoint capital lp
boston, MA
finer wealth management, inc.
salem, MA
finivi inc.
westborough, MA
first eagle alternative credit, llc
boston, MA
five corners financial services
easton, MA
flagship harbor advisors, llc
boston, MA
flagship pioneering, llc
cambridge, MA
flagship private wealth
woburn, MA
flagship wealth advisors, llc.
wakefield, MA
flare capital management company, llc
boston, MA
florek financial, llc
duxbury, MA
flybridge capital partners
dedham, MA
flying point financial, inc.
north andover, MA
fma wealth management, llc
duxbury, MA
folium capital lp
burlington, MA
forbion north america llc
boston, MA
forness financial llc
needham, MA
fort point capital
boston, MA
foster dykema cabot & partners, llc
waltham, MA
founder collective
cambridge, MA
fox hill wealth management
dedham, MA
frontier capital management co llc
boston, MA
fulham & co
wellesley, MA
g20 capital management, llc
cambridge, MA
game creek capital, lp
boston, MA
garrett nagle & co., inc.
woburn, MA
gate residential properties, llc
boston, MA
gc wealth management ria, llc
cambridge, MA
general catalyst
cambridge, MA
genesis wealth advisors, llc
braintree, MA
geode capital management, llc
boston, MA
ghisallo capital management llc
boston, MA
gilde healthcare partners us, inc.
boston, MA
glasswing ventures, 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.