Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 9 of 17.
indicator ventures
wellesley, MA
inflection managing partner inc.
ashland, MA
innovative advisory group
lexington, MA
integrated wealth concepts llc
waltham, MA
integrity financial advisors, llc
woburn, MA
intercontinental real estate corporation
boston, MA
invenomic capital management lp
boston, MA
investment management trust, llc
fitchburg, MA
inyarek rng management, lp
dedham, MA
ipswich investment management company, inc
beverly, MA
ironwood investment management, llc
boston, MA
j.d. capital partners llc
wellesley, MA
j.m. forbes & co. llp
boston, MA
j.p. marvel wealth management, inc.
boston, MA
j.r. prunier capital management llc
holden, MA
j2 ventures advisors, llc
boston, MA
january ventures gp, llc
wellesley hills, MA
jcm fund manager, llc
plymouth, MA
jmc management, llc
boston, MA
jnr equity fund i manager llc
waltham, MA
jnr equity fund ii manager llc
waltham, MA
johcm (usa) inc
boston, MA
john hancock investment management llc
boston, MA
john hancock personal financial services, llc
boston, MA
john hancock variable trust advisers llc
boston, MA
jones street investment partners, llc
boston, MA
julex capital management
natick, MA
kaleel investment advisors, llc
boston, MA
kaleidoscope capital
boston, MA
kaname capital, l.p.
boston, MA
kastel capital advisors, llc
wellesley, MA
keenan financial
boston, MA
kelly financial services llc
braintree, MA
kendall investments, llc
cambridge, MA
kepha partners management llc
waltham, MA
kraematon investment advisors, inc.
braintree, MA
ksi advisors, llc
cambridge, MA
lama partners, llc
newton, MA
landon capital partners, llc
boston, MA
leeward investments
boston, MA
lenk ladner investment solutions llc
osterville, MA
levatus llc
boston, MA
lincoln peak capital management, llc
boston, MA
lineage capital, llc
boston, MA
link signis management, llc
cambridge, MA
link ventures
cambridge, MA
link ventures management, llc
cambridge, MA
lionstone investments
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.