{ "path": "/advisors/ma/boston/fee-only", "url": "https://advisorcensus.com/advisors/ma/boston/fee-only/page/3", "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": 3, "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": 160696, "name": "Fiduciary Wealth Partners, LLC", "name_as_filed": "FIDUCIARY WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696", "city": "Newton Lower Falls", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128847, "name": "Financial Focus Asset Management,inc.", "name_as_filed": "FINANCIAL FOCUS ASSET MANAGEMENT,INC.", "url": "https://advisorcensus.com/firm/financial-focus-asset-management-inc-plymouth-ma-128847", "city": "Plymouth", "state": "MA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111456, "name": "Financial Solutions Associates", "name_as_filed": "FINANCIAL SOLUTIONS ASSOCIATES", "url": "https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456", "city": "Dedham", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130397, "name": "Financial Solutions Associates", "name_as_filed": "FINANCIAL SOLUTIONS ASSOCIATES", "url": "https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-130397", "city": "Dedham", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166571, "name": "Finarc Investments, Inc.", "name_as_filed": "FINARC INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571", "city": "Norwood", "state": "MA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138411, "name": "Fisher Financial Strategies", "name_as_filed": "FISHER FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411", "city": "Cambridge", "state": "MA", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152235, "name": "Florek Financial, LLC", "name_as_filed": "FLOREK FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/florek-financial-llc-duxbury-ma-152235", "city": "Duxbury", "state": "MA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107915, "name": "Flying Point Financial, Inc.", "name_as_filed": "FLYING POINT FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/flying-point-financial-inc-north-andover-ma-107915", "city": "North Andover", "state": "MA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158851, "name": "Four Tree Island Advisory LLC", "name_as_filed": "FOUR TREE ISLAND ADVISORY LLC", "url": "https://advisorcensus.com/firm/four-tree-island-advisory-llc-portsmouth-nh-158851", "city": "Portsmouth", "state": "NH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321881, "name": "Fox Hill Wealth Management", "name_as_filed": "FOX HILL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fox-hill-wealth-management-dedham-ma-321881", "city": "Dedham", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288904, "name": "Freeman Financial LLC", "name_as_filed": "FREEMAN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/freeman-financial-llc-needham-ma-288904", "city": "Needham", "state": "MA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309835, "name": "Full Life Financial Planning", "name_as_filed": "FULL LIFE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/full-life-financial-planning-hanover-ma-309835", "city": "Hanover", "state": "MA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286192, "name": "Gardiner Financial, Inc.", "name_as_filed": "GARDINER FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/gardiner-financial-inc-wellesley-hills-ma-286192", "city": "Wellesley Hills", "state": "MA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115504, "name": "Geode Capital Management, LLC", "name_as_filed": "GEODE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/geode-capital-management-llc-boston-ma-115504", "city": "Boston", "state": "MA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290936, "name": "Gilbert Investment Management", "name_as_filed": "GILBERT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/gilbert-investment-management-boston-ma-290936", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324485, "name": "Global Delta Capital, LLC", "name_as_filed": "GLOBAL DELTA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/global-delta-capital-llc-somerville-ma-324485", "city": "Somerville", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128643, "name": "Goodman Asset Management, Inc.", "name_as_filed": "GOODMAN ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/goodman-asset-management-inc-framingham-ma-128643", "city": "Framingham", "state": "MA", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128727, "name": "Gorman Financial Management", "name_as_filed": "GORMAN FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/gorman-financial-management-norwell-ma-128727", "city": "Norwell", "state": "MA", "years_registered": 32, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161019, "name": "Gosselin Consulting Group LLC", "name_as_filed": "GOSSELIN CONSULTING GROUP LLC", "url": "https://advisorcensus.com/firm/gosselin-consulting-group-llc-braintree-ma-161019", "city": "Braintree", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309868, "name": "Granite Wealth Management LLC", "name_as_filed": "GRANITE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/granite-wealth-management-llc-plymouth-ma-309868", "city": "Plymouth", "state": "MA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128547, "name": "Gray Private Wealth, LLC", "name_as_filed": "GRAY PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/gray-private-wealth-llc-canton-ma-128547", "city": "Canton", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147082, "name": "Great Point Wealth Advisors, LLC", "name_as_filed": "GREAT POINT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/great-point-wealth-advisors-llc-boston-ma-147082", "city": "Boston", "state": "MA", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 205511, "name": "Greenport Capital Advisors", "name_as_filed": "GREENPORT CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/greenport-capital-advisors-marlborough-ma-205511", "city": "Marlborough", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168353, "name": "Greenway Financial Advisors LLC", "name_as_filed": "GREENWAY FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/greenway-financial-advisors-llc-burlington-ma-168353", "city": "Burlington", "state": "MA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129532, "name": "Gregory M Doherty, CPA", "name_as_filed": "GREGORY M DOHERTY, CPA", "url": "https://advisorcensus.com/firm/gregory-m-doherty-cpa-dedham-ma-129532", "city": "Dedham", "state": "MA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 136475, "name": "Gulfstream Financial Group LLC", "name_as_filed": "GULFSTREAM FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/gulfstream-financial-group-llc-portsmouth-nh-136475", "city": "Portsmouth", "state": "NH", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328289, "name": "Hanai Financial", "name_as_filed": "HANAI FINANCIAL", "url": "https://advisorcensus.com/firm/hanai-financial-portsmouth-nh-328289", "city": "Portsmouth", "state": "NH", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139908, "name": "Hanover Strategic Management, LLC", "name_as_filed": "HANOVER STRATEGIC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hanover-strategic-management-llc-wellesley-ma-139908", "city": "Wellesley", "state": "MA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105151, "name": "Harbor Advisory Corporation", "name_as_filed": "HARBOR ADVISORY CORPORATION", "url": "https://advisorcensus.com/firm/harbor-advisory-corporation-portsmouth-nh-105151", "city": "Portsmouth", "state": "NH", "years_registered": 53, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107457, "name": "Harbor Island Capital LLC", "name_as_filed": "HARBOR ISLAND CAPITAL LLC", "url": "https://advisorcensus.com/firm/harbor-island-capital-llc-topsfield-ma-107457", "city": "Topsfield", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153753, "name": "Harbor Point Capital Management, LLC", "name_as_filed": "HARBOR POINT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/harbor-point-capital-management-llc-woburn-ma-153753", "city": "Woburn", "state": "MA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172106, "name": "Harvest Capital Management, LLC", "name_as_filed": "HARVEST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/harvest-capital-management-llc-quincy-ma-172106", "city": "Quincy", "state": "MA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133026, "name": "Harvest Capital Partners LLC", "name_as_filed": "HARVEST CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/harvest-capital-partners-llc-boston-ma-133026", "city": "Boston", "state": "MA", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337833, "name": "Hathaway Advisory", "name_as_filed": "HATHAWAY ADVISORY", "url": "https://advisorcensus.com/firm/hathaway-advisory-arlington-ma-337833", "city": "Arlington", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318685, "name": "Hawthorne Wellman Financial Planning, LLC", "name_as_filed": "HAWTHORNE WELLMAN FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/hawthorne-wellman-financial-planning-llc-tyngsboro-ma-318685", "city": "Tyngsboro", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125868, "name": "Heritage House Asset Management", "name_as_filed": "HERITAGE HOUSE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/heritage-house-asset-management-boston-ma-125868", "city": "Boston", "state": "MA", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 285191, "name": "High Pines Wealth Management LLC", "name_as_filed": "HIGH PINES WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/high-pines-wealth-management-llc-duxbury-ma-285191", "city": "Duxbury", "state": "MA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332028, "name": "Holistic Capital", "name_as_filed": "HOLISTIC CAPITAL", "url": "https://advisorcensus.com/firm/holistic-capital-boston-ma-332028", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 123920, "name": "Holmes Investment Management, Inc.", "name_as_filed": "HOLMES INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/holmes-investment-management-inc-brockton-ma-123920", "city": "Brockton", "state": "MA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122816, "name": "Icapital, LLC", "name_as_filed": "ICAPITAL, LLC", "url": "https://advisorcensus.com/firm/icapital-llc-boston-ma-122816", "city": "Boston", "state": "MA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165125, "name": "Insight Financial Strategists", "name_as_filed": "INSIGHT FINANCIAL STRATEGISTS", "url": "https://advisorcensus.com/firm/insight-financial-strategists-newton-ma-165125", "city": "Newton", "state": "MA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 106625, "name": "Ipswich Investment Management Company, Inc", "name_as_filed": "IPSWICH INVESTMENT MANAGEMENT COMPANY, INC", "url": "https://advisorcensus.com/firm/ipswich-investment-management-company-inc-beverly-ma-106625", "city": "Beverly", "state": "MA", "years_registered": 40, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107422, "name": "J.M. Forbes & Co. LLP", "name_as_filed": "J.M. FORBES & CO. LLP", "url": "https://advisorcensus.com/firm/j-m-forbes-and-co-llp-boston-ma-107422", "city": "Boston", "state": "MA", "years_registered": 66, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144364, "name": "J.P. Marvel Wealth Management, Inc.", "name_as_filed": "J.P. 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