{ "path": "/advisors/ma/barnstable-town", "url": "https://advisorcensus.com/advisors/ma/barnstable-town", "page_type": "metro", "title": "Financial advisors in Barnstable Town, MA", "filters": {}, "scope_total": 25, "faq": [ { "q": "How many financial advisory firms are there in Barnstable Town, MA?", "a": "AdvisorCensus lists 25 investment advisory firms with a principal office in the Barnstable Town metro area, from Form ADV filings as of October 2026: 9 SEC-registered, 13 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Barnstable Town, MA?", "a": "14 of the 25 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Barnstable Town, MA offer financial planning?", "a": "16 of the 22 firms in Barnstable Town, MA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Barnstable Town, MA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 25 investment advisory firms with a principal office in the Barnstable Town metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Barnstable Town has 25 investment advisory firms with a principal office in the metro area as of October 2026: 9 SEC-registered, 13 state-registered, and 3 exempt reporting advisers. 14 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 12 report under $100 million in regulatory assets under management. The metro area has 105,777 households, 19,293 of them with income of $200,000 or more, or 772 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Barnstable Town, MA: 25 firms from Form ADV filings as of October 2026.", "total_firms": 25, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 9, "state": 13, "exempt": 3 }, "fee_model_mix": [ { "code": "fee-only", "count": 14 }, { "code": "percentage_of_aum", "count": 20 }, { "code": "hourly", "count": 8 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 11 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 1 }, { "code": "other", "count": 3 }, { "code": "not_reported", "count": 3 } ], "years_registered_distribution": [ { "code": "under_5", "count": 8 }, { "code": "5_to_9", "count": 6 }, { "code": "10_to_19", "count": 4 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 7 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 0 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 175372, "name": "Beacon Financial Planning, Inc", "name_as_filed": "BEACON FINANCIAL PLANNING, INC", "url": "https://advisorcensus.com/firm/beacon-financial-planning-inc-hyannis-ma-175372", "city": "Hyannis", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168379, "name": "Bogle Wealth Management, LLC", "name_as_filed": "BOGLE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bogle-wealth-management-llc-yarmouth-port-ma-168379", "city": "Yarmouth Port", "state": "MA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141975, "name": "Burr & Company, LLC", "name_as_filed": "BURR & COMPANY, LLC", "url": "https://advisorcensus.com/firm/burr-and-company-llc-osterville-ma-141975", "city": "Osterville", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133301, "name": "Cambridge Cape COD Advisors, LLC", "name_as_filed": "CAMBRIDGE CAPE COD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cambridge-cape-cod-advisors-llc-sandwich-ma-133301", "city": "Sandwich", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 280029, "name": "Carey S. Roebuck Financial Services, LLC", "name_as_filed": "CAREY S. ROEBUCK FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/carey-s-roebuck-financial-services-llc-south-dennis-ma-280029", "city": "South Dennis", "state": "MA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290016, "name": "Cutter Financial Group LLC", "name_as_filed": "CUTTER FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/cutter-financial-group-llc-falmouth-ma-290016", "city": "Falmouth", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318093, "name": "Downing Capital Group", "name_as_filed": "DOWNING CAPITAL GROUP", "url": "https://advisorcensus.com/firm/downing-capital-group-harwich-ma-318093", "city": "Harwich", "state": "MA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324332, "name": "Flax Pond Capital, LLC", "name_as_filed": "FLAX POND CAPITAL, LLC", "url": "https://advisorcensus.com/firm/flax-pond-capital-llc-falmouth-ma-324332", "city": "Falmouth", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 132053, "name": "J. Williams Wealth Management, LLC", "name_as_filed": "J. WILLIAMS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/j-williams-wealth-management-llc-east-dennis-ma-132053", "city": "East Dennis", "state": "MA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 341717, "name": "Legacy Two Advisors, LLC", "name_as_filed": "LEGACY TWO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-two-advisors-llc-mashpee-ma-341717", "city": "Mashpee", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109927, "name": "Lenk Ladner Investment Solutions LLC", "name_as_filed": "LENK LADNER INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/lenk-ladner-investment-solutions-llc-osterville-ma-109927", "city": "Osterville", "state": "MA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313540, "name": "Long Point Wealth Management, LLC", "name_as_filed": "LONG POINT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/long-point-wealth-management-llc-wellfleet-ma-313540", "city": "Wellfleet", "state": "MA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105522, "name": "McIntyre, Freedman & Flynn Investment Advisers, Inc.", "name_as_filed": "MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/mcintyre-freedman-and-flynn-investment-advisers-inc-orleans-ma-105522", "city": "Orleans", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128465, "name": "Nichols Investment Advisory Services", "name_as_filed": "NICHOLS INVESTMENT ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/nichols-investment-advisory-services-mashpee-ma-128465", "city": "Mashpee", "state": "MA", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 282730, "name": "Pamet Advisors LLC", "name_as_filed": "PAMET ADVISORS LLC", "url": "https://advisorcensus.com/firm/pamet-advisors-llc-truro-ma-282730", "city": "Truro", "state": "MA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130143, "name": "Pearson Financial Services", "name_as_filed": "PEARSON FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/pearson-financial-services-dennis-ma-130143", "city": "Dennis", "state": "MA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 325987, "name": "Pier 42 Advisors", "name_as_filed": "PIER 42 ADVISORS", "url": "https://advisorcensus.com/firm/pier-42-advisors-south-dennis-ma-325987", "city": "South Dennis", "state": "MA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133132, "name": "Portfoliosboston", "name_as_filed": "PORTFOLIOSBOSTON", "url": "https://advisorcensus.com/firm/portfoliosboston-east-dennis-ma-133132", "city": "East Dennis", "state": "MA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 289864, "name": "Reviresco Investment Management LLC", "name_as_filed": "REVIRESCO INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/reviresco-investment-management-llc-osterville-ma-289864", "city": "Osterville", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306871, "name": "Roman Retirement Planning, LLC", "name_as_filed": "ROMAN RETIREMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/roman-retirement-planning-llc-mashpee-ma-306871", "city": "Mashpee", "state": "MA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140782, "name": "The Montgomery Financial Group, Inc.", "name_as_filed": "THE MONTGOMERY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/the-montgomery-financial-group-inc-orleans-ma-140782", "city": "Orleans", "state": "MA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 132369, "name": "Washington Financial Group, Inc.", "name_as_filed": "WASHINGTON FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/washington-financial-group-inc-osterville-ma-132369", "city": "Osterville", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 290683, "name": "Wealthramp, Inc.", "name_as_filed": "WEALTHRAMP, INC.", "url": "https://advisorcensus.com/firm/wealthramp-inc-osterville-ma-290683", "city": "Osterville", "state": "MA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 343329, "name": "West Village Wealth", "name_as_filed": "WEST VILLAGE WEALTH", "url": "https://advisorcensus.com/firm/west-village-wealth-osterville-ma-343329", "city": "Osterville", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133070, "name": "Wharton Financial Group", "name_as_filed": "WHARTON FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/wharton-financial-group-sagamore-beach-ma-133070", "city": "Sagamore Beach", "state": "MA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ma", "label": "Financial advisors in Massachusetts" }, "metro": { "path": "/advisors/ma/barnstable-town", "label": "Financial advisors in Barnstable Town, MA" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/ma/barnstable-town/fee-only", "label": "Fee-only financial advisors in Barnstable Town, MA", "firm_count": 14 }, { "path": "/advisors/ma/barnstable-town/flat-fee", "label": "Flat-fee financial advisors in Barnstable Town, MA", "firm_count": 11 }, { "path": "/advisors/ma/barnstable-town/hourly", "label": "Hourly financial advisors in Barnstable Town, MA", "firm_count": 8 } ], "niche_pages": [ { "path": "/advisors/ma/barnstable-town/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Barnstable Town, MA" } ] }, "csv": "https://advisorcensus.com/advisors/ma/barnstable-town.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 2, "sec_registered_at_start": 7, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 2 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }