{ "path": "/advisors/ma/boston/fee-only", "url": "https://advisorcensus.com/advisors/ma/boston/fee-only/page/4", "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": 4, "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": 126869, "name": "Kraematon Investment Advisors, Inc.", "name_as_filed": "KRAEMATON INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/kraematon-investment-advisors-inc-braintree-ma-126869", "city": "Braintree", "state": "MA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288528, "name": "KWM Financial LLC", "name_as_filed": "KWM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/kwm-financial-llc-porstmouth-nh-288528", "city": "Porstmouth", "state": "NH", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307327, "name": "Launch Financial Planning", "name_as_filed": "LAUNCH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/launch-financial-planning-andover-ma-307327", "city": "Andover", "state": "MA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338407, "name": "LCW Planning and Investments, LLC", "name_as_filed": "LCW PLANNING AND INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/lcw-planning-and-investments-llc-lawrence-ma-338407", "city": "Lawrence", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125279, "name": "Lebed Asset Management LLC", "name_as_filed": "LEBED ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lebed-asset-management-llc-boston-ma-125279", "city": "Boston", "state": "MA", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109049, "name": "Ledgewood Wealth Advisors, LLC", "name_as_filed": "LEDGEWOOD WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049", "city": "Exeter", "state": "NH", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312557, "name": "Leeward Investments", "name_as_filed": "LEEWARD INVESTMENTS", "url": "https://advisorcensus.com/firm/leeward-investments-boston-ma-312557", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132182, "name": "Lennox Financial", "name_as_filed": "LENNOX FINANCIAL", "url": "https://advisorcensus.com/firm/lennox-financial-swampscott-ma-132182", "city": "Swampscott", "state": "MA", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287811, "name": "Levatus LLC", "name_as_filed": "LEVATUS LLC", "url": "https://advisorcensus.com/firm/levatus-llc-boston-ma-287811", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299507, "name": "Leverage Financial Advisory", "name_as_filed": "LEVERAGE FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/leverage-financial-advisory-wilmington-ma-299507", "city": "Wilmington", "state": "MA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 111403, "name": "Lincoln Management", "name_as_filed": "LINCOLN MANAGEMENT", "url": "https://advisorcensus.com/firm/lincoln-management-groton-ma-111403", "city": "Groton", "state": "MA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290070, "name": "Little House Capital, LLC", "name_as_filed": "LITTLE HOUSE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070", "city": "Braintree", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105351, "name": "LMC Investments, Inc.", "name_as_filed": "LMC INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/lmc-investments-inc-wellesley-ma-105351", "city": "Wellesley", "state": "MA", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107153, "name": "Loring, Wolcott & Coolidge Fiduciary Advisors, LLP", "name_as_filed": "LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP", "url": "https://advisorcensus.com/firm/loring-wolcott-and-coolidge-fiduciary-advisors-llp-boston-ma-107153", "city": "Boston", "state": "MA", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131709, "name": "Loynd Capital Management", "name_as_filed": "LOYND CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/loynd-capital-management-marblehead-ma-131709", "city": "Marblehead", "state": "MA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128216, "name": "LTG Capital LLC", "name_as_filed": "LTG CAPITAL LLC", "url": "https://advisorcensus.com/firm/ltg-capital-llc-framingham-ma-128216", "city": "Framingham", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315033, "name": "Luma Financial", "name_as_filed": "LUMA FINANCIAL", "url": "https://advisorcensus.com/firm/luma-financial-acton-ma-315033", "city": "Acton", "state": "MA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297091, "name": "Main Effort Financial, Inc.", "name_as_filed": "MAIN EFFORT FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/main-effort-financial-inc-holliston-ma-297091", "city": "Holliston", "state": "MA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308095, "name": "Main Street Financial Advisory LLC", "name_as_filed": "MAIN STREET FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/main-street-financial-advisory-llc-west-newbury-ma-308095", "city": "West Newbury", "state": "MA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331419, "name": "Mannion Money Advisory", "name_as_filed": "MANNION MONEY ADVISORY", "url": "https://advisorcensus.com/firm/mannion-money-advisory-marlborough-ma-331419", "city": "Marlborough", "state": "MA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133222, "name": "Marcus Capital Management, Inc.", "name_as_filed": "MARCUS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/marcus-capital-management-inc-boston-ma-133222", "city": "Boston", "state": "MA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342252, "name": "Mardin Capital Group", "name_as_filed": "MARDIN CAPITAL GROUP", "url": "https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252", "city": "Rye", "state": "NH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107412, "name": "Mason Capital Partners", "name_as_filed": "MASON CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/mason-capital-partners-boston-ma-107412", "city": "Boston", "state": "MA", "years_registered": 50, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160235, "name": "Massachusetts Wealth Management, LLC", "name_as_filed": "MASSACHUSETTS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/massachusetts-wealth-management-llc-north-andover-ma-160235", "city": "North Andover", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332076, "name": "May Hill Capital, LLC", "name_as_filed": "MAY HILL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/may-hill-capital-llc-cohasset-ma-332076", "city": "Cohasset", "state": "MA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108191, "name": "McCarter Private Wealth Services LLC", "name_as_filed": "MCCARTER PRIVATE WEALTH SERVICES LLC", "url": "https://advisorcensus.com/firm/mccarter-private-wealth-services-llc-boston-ma-108191", "city": "Boston", "state": "MA", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154311, "name": "McNamara Financial Services, Inc.", "name_as_filed": "MCNAMARA FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/mcnamara-financial-services-inc-marshfield-ma-154311", "city": "Marshfield", "state": "MA", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310435, "name": "Meeting House Capital, LLC", "name_as_filed": "MEETING HOUSE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/meeting-house-capital-llc-concord-ma-310435", "city": "Concord", "state": "MA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110601, "name": "Meketa Investment Group Inc", "name_as_filed": "MEKETA INVESTMENT GROUP INC", "url": "https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601", "city": "Westwood", "state": "MA", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169258, "name": "Merganser Capital Management, LLC", "name_as_filed": "MERGANSER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/merganser-capital-management-llc-boston-ma-169258", "city": "Boston", "state": "MA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119679, "name": "Meridian Financial Advisors, LLC", "name_as_filed": "MERIDIAN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/meridian-financial-advisors-llc-holliston-ma-119679", "city": "Holliston", "state": "MA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104549, "name": "Middleton & Company Inc.", "name_as_filed": "MIDDLETON & COMPANY INC.", "url": "https://advisorcensus.com/firm/middleton-and-company-inc-boston-ma-104549", "city": "Boston", "state": "MA", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156545, "name": "Mile High Investments, LLC", "name_as_filed": "MILE HIGH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mile-high-investments-llc-portsmouth-nh-156545", "city": "Portsmouth", "state": "NH", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283204, "name": "Mill Street Research", "name_as_filed": "MILL STREET RESEARCH", "url": "https://advisorcensus.com/firm/mill-street-research-sherborn-ma-283204", "city": "Sherborn", "state": "MA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 140170, "name": "Minot Deblois Advisors LLC", "name_as_filed": "MINOT DEBLOIS ADVISORS LLC", "url": "https://advisorcensus.com/firm/minot-deblois-advisors-llc-boston-ma-140170", "city": "Boston", "state": "MA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166921, "name": "Model Capital Management LLC", "name_as_filed": "MODEL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/model-capital-management-llc-waltham-ma-166921", "city": "Waltham", "state": "MA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334087, "name": "Modern Financial Wellness", "name_as_filed": "MODERN FINANCIAL WELLNESS", "url": "https://advisorcensus.com/firm/modern-financial-wellness-portsmouth-nh-334087", "city": "Portsmouth", "state": "NH", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289716, "name": "MOK Financial Planning & Tax, Inc.", "name_as_filed": "MOK FINANCIAL PLANNING & TAX, INC.", "url": "https://advisorcensus.com/firm/mok-financial-planning-and-tax-inc-millis-ma-289716", "city": "Millis", "state": "MA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133075, "name": "Montanari Financial Advisors Inc.", "name_as_filed": "MONTANARI FINANCIAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/montanari-financial-advisors-inc-norwell-ma-133075", "city": "Norwell", "state": "MA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111908, "name": "Monument Group Wealth Advisors, LLC", "name_as_filed": "MONUMENT GROUP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/monument-group-wealth-advisors-llc-concord-ma-111908", "city": "Concord", "state": "MA", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130421, "name": "Moore Financial Advisors, Ltd.", "name_as_filed": "MOORE FINANCIAL ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/moore-financial-advisors-ltd-belmont-ma-130421", "city": "Belmont", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166496, "name": "MS Financial Services, LLC", "name_as_filed": "MS FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/ms-financial-services-llc-reading-ma-166496", "city": "Reading", "state": "MA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142912, "name": "MWA Asset Management", "name_as_filed": "MWA ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/mwa-asset-management-danvers-ma-142912", "city": "Danvers", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130269, "name": "Nathanael R. Brayton, CFA", "name_as_filed": "NATHANAEL R. 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