Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 8 of 17.
global delta capital, llc
somerville, MA
glouston capital partners, llc
boston, MA
good harbor advisors, inc.
gloucester, MA
goodman advisory group, llc
needham, MA
gosselin consulting group llc
braintree, MA
granahan investment management llc
waltham, MA
granite alpha capital management, lp
boston, MA
grantham mayo van otterloo & co llc
boston, MA
gray private wealth, llc
canton, MA
great hill partners
boston, MA
great oak capital partners, llc
south easton, MA
great point wealth advisors, llc
boston, MA
green century capital management inc
boston, MA
grimes & company
westborough, MA
grovestreet
newton, MA
guidepost growth equity management company, l.p.
boston, MA
gw&k investment management, llc
boston, MA
harbor island capital llc
topsfield, MA
harbourvest partners, llc
boston, MA
harbourvest registered advisers
boston, MA
harbourvest registered advisers ii
boston, MA
harvest capital partners llc
boston, MA
hastings equity partners, llc
boston, MA
hcv management viii, llc
cambridge, MA
hemispheric spv capital llc
westport, MA
hemista inc.
boston, MA
heritage holding
boston, MA
heritage wealth management
medford, MA
high pines wealth management llc
duxbury, MA
highland capital partners
cambridge, MA
highvista private capital management llc
boston, MA
highvista strategies llc
boston, MA
hill city capital lp
boston, MA
hite hedge asset management llc
braintree, MA
hlm management co., llc
waltham, MA
hoopoe advisors
boston, MA
house hanover llc
north andover, MA
howland capital management llc
boston, MA
hyperplane venture capital
boston, MA
iaso ventures management firm llc
cambridge, MA
ibs capital llc
medfield, MA
icapital, llc
boston, MA
ifr, municipal market data
boston, MA
ignia partners
boston, MA
ignia partners
boston, MA
ila capital
boston, MA
impresa management llc
boston, MA
income research + management
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.