{ "path": "/advisors/ma/boston/fee-only", "url": "https://advisorcensus.com/advisors/ma/boston/fee-only/page/2", "page_type": "metro_fee", "title": "Fee-only financial advisors in Boston, MA", "filters": {}, "scope_total": 302, "faq": [ { "q": "How many financial advisory firms are there in Boston, MA?", "a": "AdvisorCensus lists 1,183 investment advisory firms with a principal office in the Boston metro area, from Form ADV filings as of October 2026: 619 SEC-registered, 291 state-registered, and 273 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 Boston, MA?", "a": "302 of the 1,183 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 Boston, MA offer financial planning?", "a": "431 of the 910 firms in Boston, 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 Boston, 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 302 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 302 investment advisory firms with a principal office in the Boston metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Boston has 1,183 investment advisory firms with a principal office in the metro area as of October 2026: 619 SEC-registered, 291 state-registered, and 273 exempt reporting advisers. 302 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 248 report under $100 million in regulatory assets under management. The metro area has 1,940,688 households, 505,773 of them with income of $200,000 or more, or 428 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Boston, MA: 302 firms from Form ADV filings as of October 2026.", "total_firms": 302, "page": 2, "total_pages": 7, "sort": "name", "registration_types": { "sec": 161, "state": 141, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 302 }, { "code": "percentage_of_aum", "count": 275 }, { "code": "hourly", "count": 134 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 183 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 83 }, { "code": "5_to_9", "count": 59 }, { "code": "10_to_19", "count": 72 }, { "code": "20_plus", "count": 88 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 71 }, { "code": "25m_100m", "count": 58 }, { "code": "100m_500m", "count": 86 }, { "code": "500m_1b", "count": 23 }, { "code": "1b_5b", "count": 33 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 19 } ], "firms": [ { "crd_number": 300472, "name": "Capital Design Private Wealth LLC", "name_as_filed": "CAPITAL DESIGN PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472", "city": "Portsmouth", "state": "NH", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168313, "name": "Capital Impact Advisors", "name_as_filed": "CAPITAL IMPACT ADVISORS", "url": "https://advisorcensus.com/firm/capital-impact-advisors-boston-ma-168313", "city": "Boston", "state": "MA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137223, "name": "Capital Wealth Management", "name_as_filed": "CAPITAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-wealth-management-tewksbury-ma-137223", "city": "Tewksbury", "state": "MA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309860, "name": "Capshift Advisors", "name_as_filed": "CAPSHIFT ADVISORS", "url": "https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860", "city": "West Newton", "state": "MA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299335, "name": "Catalyst Financial Partners", "name_as_filed": "CATALYST FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156698, "name": "Centerpoint Advisors, LLC", "name_as_filed": "CENTERPOINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/centerpoint-advisors-llc-needham-ma-156698", "city": "Needham", "state": "MA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128110, "name": "Centre Street Cambridge Corporation", "name_as_filed": "CENTRE STREET CAMBRIDGE CORPORATION", "url": "https://advisorcensus.com/firm/centre-street-cambridge-corporation-cambridge-ma-128110", "city": "Cambridge", "state": "MA", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173972, "name": "CFS Financial, LLC", "name_as_filed": "CFS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/cfs-financial-llc-salem-ma-173972", "city": "Salem", "state": "MA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341159, "name": "Charlesbridge Advisors", "name_as_filed": "CHARLESBRIDGE ADVISORS", "url": "https://advisorcensus.com/firm/charlesbridge-advisors-dedham-ma-341159", "city": "Dedham", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316616, "name": "Clarendon Private LLC", "name_as_filed": "CLARENDON PRIVATE LLC", "url": "https://advisorcensus.com/firm/clarendon-private-llc-boston-ma-316616", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150138, "name": "CMH Wealth Management, LLC", "name_as_filed": "CMH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138", "city": "Portsmouth", "state": "NH", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118098, "name": "Colrain Capital LLC", "name_as_filed": "COLRAIN CAPITAL LLC", "url": "https://advisorcensus.com/firm/colrain-capital-llc-boston-ma-118098", "city": "Boston", "state": "MA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128014, "name": "Compass Planning Associates, Inc.", "name_as_filed": "COMPASS PLANNING ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/compass-planning-associates-inc-westwood-ma-128014", "city": "Westwood", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164278, "name": "Concordia Wealth Management, LLC", "name_as_filed": "CONCORDIA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/concordia-wealth-management-llc-concord-ma-164278", "city": "Concord", "state": "MA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148298, "name": "Connolly Financial Advisors, Inc.", "name_as_filed": "CONNOLLY FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/connolly-financial-advisors-inc-north-andover-ma-148298", "city": "North Andover", "state": "MA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158100, "name": "Convergent Capital Partners, LLC", "name_as_filed": "CONVERGENT CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/convergent-capital-partners-llc-boston-ma-158100", "city": "Boston", "state": "MA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129656, "name": "Cornerstone Financial Planning, LLC", "name_as_filed": "CORNERSTONE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/cornerstone-financial-planning-llc-portsmouth-nh-129656", "city": "Portsmouth", "state": "NH", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173487, "name": "Cottage Street Advisors", "name_as_filed": "COTTAGE STREET ADVISORS", "url": "https://advisorcensus.com/firm/cottage-street-advisors-marion-ma-173487", "city": "Marion", "state": "MA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117593, "name": "COX Capital Management LLC", "name_as_filed": "COX CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cox-capital-management-llc-andover-ma-117593", "city": "Andover", "state": "MA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 162190, "name": "Cranston Capital Management, LLC", "name_as_filed": "CRANSTON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cranston-capital-management-llc-cohasset-ma-162190", "city": "Cohasset", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327495, "name": "Curious Crow Financial Planning", "name_as_filed": "CURIOUS CROW FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/curious-crow-financial-planning-revere-ma-327495", "city": "Revere", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133095, "name": "Curtin Financial Services, Inc.", "name_as_filed": "CURTIN FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/curtin-financial-services-inc-burlington-ma-133095", "city": "Burlington", "state": "MA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105679, "name": "Darrow Wealth Management", "name_as_filed": "DARROW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/darrow-wealth-management-needham-ma-105679", "city": "Needham", "state": "MA", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106664, "name": "David Wendell Associates, Inc.", "name_as_filed": "DAVID WENDELL ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/david-wendell-associates-inc-portsmouth-nh-106664", "city": "Portsmouth", "state": "NH", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287736, "name": "Davis Wealth Advisors", "name_as_filed": "DAVIS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/davis-wealth-advisors-salem-nh-287736", "city": "Salem", "state": "NH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141040, "name": "Davisson Investment, LLC", "name_as_filed": "DAVISSON INVESTMENT, LLC", "url": "https://advisorcensus.com/firm/davisson-investment-llc-newington-nh-141040", "city": "Newington", "state": "NH", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148752, "name": "Demers Financial Planning", "name_as_filed": "DEMERS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/demers-financial-planning-north-andover-ma-148752", "city": "North Andover", "state": "MA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341903, "name": "Divergence Wealth Management LLC", "name_as_filed": "DIVERGENCE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/divergence-wealth-management-llc-portsmouth-nh-341903", "city": "Portsmouth", "state": "NH", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171813, "name": "Diversified Financial Management", "name_as_filed": "DIVERSIFIED FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/diversified-financial-management-norwell-ma-171813", "city": "Norwell", "state": "MA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330170, "name": "DLC Wealth Management", "name_as_filed": "DLC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/dlc-wealth-management-winchester-ma-330170", "city": "Winchester", "state": "MA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170892, "name": "Dodge Wealth Management", "name_as_filed": "DODGE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/dodge-wealth-management-foxboro-ma-170892", "city": "Foxboro", "state": "MA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292848, "name": "Donal Fiduciaries", "name_as_filed": "DONAL FIDUCIARIES", "url": "https://advisorcensus.com/firm/donal-fiduciaries-sout-boston-ma-292848", "city": "Sout Boston", "state": "MA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133317, "name": "Downey Capital Management, Inc.", "name_as_filed": "DOWNEY CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/downey-capital-management-inc-boston-ma-133317", "city": "Boston", "state": "MA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316550, "name": "Dreamfield Planning Group, LLC", "name_as_filed": "DREAMFIELD PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/dreamfield-planning-group-llc-braintree-ma-316550", "city": "Braintree", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332366, "name": "Drew Wealth Management", "name_as_filed": "DREW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/drew-wealth-management-portsmouth-nh-332366", "city": "Portsmouth", "state": "NH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158364, "name": "East Horizon Investments", "name_as_filed": "EAST HORIZON INVESTMENTS", "url": "https://advisorcensus.com/firm/east-horizon-investments-cambridge-ma-158364", "city": "Cambridge", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336787, "name": "Emery Partners LLC", "name_as_filed": "EMERY PARTNERS LLC", "url": "https://advisorcensus.com/firm/emery-partners-llc-boston-ma-336787", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153615, "name": "Entrepreneurshares LLC", "name_as_filed": "ENTREPRENEURSHARES LLC", "url": "https://advisorcensus.com/firm/entrepreneurshares-llc-boston-ma-153615", "city": "Boston", "state": "MA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106821, "name": "EPG Incorporated", "name_as_filed": "EPG INCORPORATED", "url": "https://advisorcensus.com/firm/epg-incorporated-framingham-ma-106821", "city": "Framingham", "state": "MA", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340187, "name": "Eshel BOT", "name_as_filed": "ESHEL BOT", "url": "https://advisorcensus.com/firm/eshel-bot-burlington-ma-340187", "city": "Burlington", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 164782, "name": "Essex Capital Management", "name_as_filed": "ESSEX CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/essex-capital-management-lynnfield-ma-164782", "city": "Lynnfield", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109962, "name": "Essex Investment Management Company, LLC", "name_as_filed": "ESSEX INVESTMENT MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/essex-investment-management-company-llc-boston-ma-109962", "city": "Boston", "state": "MA", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121355, "name": "Etre LLC", "name_as_filed": "ETRE LLC", "url": "https://advisorcensus.com/firm/etre-llc-cambridge-ma-121355", "city": "Cambridge", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313909, "name": "Evergreen Wealth Management", "name_as_filed": "EVERGREEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/evergreen-wealth-management-boston-ma-313909", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 125240, "name": "Exchange Place Advisors, LLC", "name_as_filed": "EXCHANGE PLACE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/exchange-place-advisors-llc-sudbury-ma-125240", "city": "Sudbury", "state": "MA", "years_registered": 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