# Fee-only financial advisors in Boston, MA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/boston/fee-only/page/4

## At a glance

- Investment advisory firms: 302
- Registration: SEC-registered investment adviser: 161, State-registered investment adviser: 141
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 302 (100%); Percentage of assets 275 (91%); Hourly charges 134 (44%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 183 (61%)
- Regulatory assets under management (Item 5.F): Under $25 million 71 (24%); $25 million to $100 million 58 (19%); $100 million to $500 million 86 (28%); $500 million to $1 billion 23 (8%); $1 billion to $5 billion 33 (11%); Over $5 billion 12 (4%); Not reported 19 (6%)
- Years registered: Under 5 years 83 (27%); 5 to 9 years 59 (20%); 10 to 19 years 72 (24%); 20 years or more 88 (29%)

## Firms (page 4 of 7, 151 to 200 of 302, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Kraematon Investment Advisors, Inc.](https://advisorcensus.com/firm/kraematon-investment-advisors-inc-braintree-ma-126869) ([md](https://advisorcensus.com/firm/kraematon-investment-advisors-inc-braintree-ma-126869.md)) | 126869 | Braintree, MA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [KWM Financial LLC](https://advisorcensus.com/firm/kwm-financial-llc-porstmouth-nh-288528) ([md](https://advisorcensus.com/firm/kwm-financial-llc-porstmouth-nh-288528.md)) | 288528 | Porstmouth, NH | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Launch Financial Planning](https://advisorcensus.com/firm/launch-financial-planning-andover-ma-307327) ([md](https://advisorcensus.com/firm/launch-financial-planning-andover-ma-307327.md)) | 307327 | Andover, MA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [LCW Planning and Investments, LLC](https://advisorcensus.com/firm/lcw-planning-and-investments-llc-lawrence-ma-338407) ([md](https://advisorcensus.com/firm/lcw-planning-and-investments-llc-lawrence-ma-338407.md)) | 338407 | Lawrence, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Lebed Asset Management LLC](https://advisorcensus.com/firm/lebed-asset-management-llc-boston-ma-125279) ([md](https://advisorcensus.com/firm/lebed-asset-management-llc-boston-ma-125279.md)) | 125279 | Boston, MA | State-registered investment adviser | Under $25 million | 23 | % of assets |
| [Ledgewood Wealth Advisors, LLC](https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049) ([md](https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049.md)) | 109049 | Exeter, NH | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Leeward Investments](https://advisorcensus.com/firm/leeward-investments-boston-ma-312557) ([md](https://advisorcensus.com/firm/leeward-investments-boston-ma-312557.md)) | 312557 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets |
| [Lennox Financial](https://advisorcensus.com/firm/lennox-financial-swampscott-ma-132182) ([md](https://advisorcensus.com/firm/lennox-financial-swampscott-ma-132182.md)) | 132182 | Swampscott, MA | State-registered investment adviser | Under $25 million | 28 | % of assets |
| [Levatus LLC](https://advisorcensus.com/firm/levatus-llc-boston-ma-287811) ([md](https://advisorcensus.com/firm/levatus-llc-boston-ma-287811.md)) | 287811 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Leverage Financial Advisory](https://advisorcensus.com/firm/leverage-financial-advisory-wilmington-ma-299507) ([md](https://advisorcensus.com/firm/leverage-financial-advisory-wilmington-ma-299507.md)) | 299507 | Wilmington, MA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee |
| [Lincoln Management](https://advisorcensus.com/firm/lincoln-management-groton-ma-111403) ([md](https://advisorcensus.com/firm/lincoln-management-groton-ma-111403.md)) | 111403 | Groton, MA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Little House Capital, LLC](https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070) ([md](https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070.md)) | 290070 | Braintree, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [LMC Investments, Inc.](https://advisorcensus.com/firm/lmc-investments-inc-wellesley-ma-105351) ([md](https://advisorcensus.com/firm/lmc-investments-inc-wellesley-ma-105351.md)) | 105351 | Wellesley, MA | State-registered investment adviser | Under $25 million | 21 | % of assets |
| [Loring, Wolcott & Coolidge Fiduciary Advisors, LLP](https://advisorcensus.com/firm/loring-wolcott-and-coolidge-fiduciary-advisors-llp-boston-ma-107153) ([md](https://advisorcensus.com/firm/loring-wolcott-and-coolidge-fiduciary-advisors-llp-boston-ma-107153.md)) | 107153 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Fixed fee |
| [Loynd Capital Management](https://advisorcensus.com/firm/loynd-capital-management-marblehead-ma-131709) ([md](https://advisorcensus.com/firm/loynd-capital-management-marblehead-ma-131709.md)) | 131709 | Marblehead, MA | State-registered investment adviser | Under $25 million | 32 | % of assets |
| [LTG Capital LLC](https://advisorcensus.com/firm/ltg-capital-llc-framingham-ma-128216) ([md](https://advisorcensus.com/firm/ltg-capital-llc-framingham-ma-128216.md)) | 128216 | Framingham, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Luma Financial](https://advisorcensus.com/firm/luma-financial-acton-ma-315033) ([md](https://advisorcensus.com/firm/luma-financial-acton-ma-315033.md)) | 315033 | Acton, MA | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Main Effort Financial, Inc.](https://advisorcensus.com/firm/main-effort-financial-inc-holliston-ma-297091) ([md](https://advisorcensus.com/firm/main-effort-financial-inc-holliston-ma-297091.md)) | 297091 | Holliston, MA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Main Street Financial Advisory LLC](https://advisorcensus.com/firm/main-street-financial-advisory-llc-west-newbury-ma-308095) ([md](https://advisorcensus.com/firm/main-street-financial-advisory-llc-west-newbury-ma-308095.md)) | 308095 | West Newbury, MA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Mannion Money Advisory](https://advisorcensus.com/firm/mannion-money-advisory-marlborough-ma-331419) ([md](https://advisorcensus.com/firm/mannion-money-advisory-marlborough-ma-331419.md)) | 331419 | Marlborough, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Marcus Capital Management, Inc.](https://advisorcensus.com/firm/marcus-capital-management-inc-boston-ma-133222) ([md](https://advisorcensus.com/firm/marcus-capital-management-inc-boston-ma-133222.md)) | 133222 | Boston, MA | State-registered investment adviser | Under $25 million | 20 | % of assets |
| [Mardin Capital Group](https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252) ([md](https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252.md)) | 342252 | Rye, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Mason Capital Partners](https://advisorcensus.com/firm/mason-capital-partners-boston-ma-107412) ([md](https://advisorcensus.com/firm/mason-capital-partners-boston-ma-107412.md)) | 107412 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 50 | % of assets |
| [Massachusetts Wealth Management, LLC](https://advisorcensus.com/firm/massachusetts-wealth-management-llc-north-andover-ma-160235) ([md](https://advisorcensus.com/firm/massachusetts-wealth-management-llc-north-andover-ma-160235.md)) | 160235 | North Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [May Hill Capital, LLC](https://advisorcensus.com/firm/may-hill-capital-llc-cohasset-ma-332076) ([md](https://advisorcensus.com/firm/may-hill-capital-llc-cohasset-ma-332076.md)) | 332076 | Cohasset, MA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [McCarter Private Wealth Services LLC](https://advisorcensus.com/firm/mccarter-private-wealth-services-llc-boston-ma-108191) ([md](https://advisorcensus.com/firm/mccarter-private-wealth-services-llc-boston-ma-108191.md)) | 108191 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Fixed fee |
| [McNamara Financial Services, Inc.](https://advisorcensus.com/firm/mcnamara-financial-services-inc-marshfield-ma-154311) ([md](https://advisorcensus.com/firm/mcnamara-financial-services-inc-marshfield-ma-154311.md)) | 154311 | Marshfield, MA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Meeting House Capital, LLC](https://advisorcensus.com/firm/meeting-house-capital-llc-concord-ma-310435) ([md](https://advisorcensus.com/firm/meeting-house-capital-llc-concord-ma-310435.md)) | 310435 | Concord, MA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Meketa Investment Group Inc](https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601) ([md](https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601.md)) | 110601 | Westwood, MA | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Hourly, Fixed fee |
| [Merganser Capital Management, LLC](https://advisorcensus.com/firm/merganser-capital-management-llc-boston-ma-169258) ([md](https://advisorcensus.com/firm/merganser-capital-management-llc-boston-ma-169258.md)) | 169258 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets |
| [Meridian Financial Advisors, LLC](https://advisorcensus.com/firm/meridian-financial-advisors-llc-holliston-ma-119679) ([md](https://advisorcensus.com/firm/meridian-financial-advisors-llc-holliston-ma-119679.md)) | 119679 | Holliston, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Middleton & Company Inc.](https://advisorcensus.com/firm/middleton-and-company-inc-boston-ma-104549) ([md](https://advisorcensus.com/firm/middleton-and-company-inc-boston-ma-104549.md)) | 104549 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets |
| [Mile High Investments, LLC](https://advisorcensus.com/firm/mile-high-investments-llc-portsmouth-nh-156545) ([md](https://advisorcensus.com/firm/mile-high-investments-llc-portsmouth-nh-156545.md)) | 156545 | Portsmouth, NH | State-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Mill Street Research](https://advisorcensus.com/firm/mill-street-research-sherborn-ma-283204) ([md](https://advisorcensus.com/firm/mill-street-research-sherborn-ma-283204.md)) | 283204 | Sherborn, MA | State-registered investment adviser | Not reported | 10 | Subscription |
| [Minot Deblois Advisors LLC](https://advisorcensus.com/firm/minot-deblois-advisors-llc-boston-ma-140170) ([md](https://advisorcensus.com/firm/minot-deblois-advisors-llc-boston-ma-140170.md)) | 140170 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Model Capital Management LLC](https://advisorcensus.com/firm/model-capital-management-llc-waltham-ma-166921) ([md](https://advisorcensus.com/firm/model-capital-management-llc-waltham-ma-166921.md)) | 166921 | Waltham, MA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Modern Financial Wellness](https://advisorcensus.com/firm/modern-financial-wellness-portsmouth-nh-334087) ([md](https://advisorcensus.com/firm/modern-financial-wellness-portsmouth-nh-334087.md)) | 334087 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [MOK Financial Planning & Tax, Inc.](https://advisorcensus.com/firm/mok-financial-planning-and-tax-inc-millis-ma-289716) ([md](https://advisorcensus.com/firm/mok-financial-planning-and-tax-inc-millis-ma-289716.md)) | 289716 | Millis, MA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Montanari Financial Advisors Inc.](https://advisorcensus.com/firm/montanari-financial-advisors-inc-norwell-ma-133075) ([md](https://advisorcensus.com/firm/montanari-financial-advisors-inc-norwell-ma-133075.md)) | 133075 | Norwell, MA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee |
| [Monument Group Wealth Advisors, LLC](https://advisorcensus.com/firm/monument-group-wealth-advisors-llc-concord-ma-111908) ([md](https://advisorcensus.com/firm/monument-group-wealth-advisors-llc-concord-ma-111908.md)) | 111908 | Concord, MA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Hourly, Fixed fee |
| [Moore Financial Advisors, Ltd.](https://advisorcensus.com/firm/moore-financial-advisors-ltd-belmont-ma-130421) ([md](https://advisorcensus.com/firm/moore-financial-advisors-ltd-belmont-ma-130421.md)) | 130421 | Belmont, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [MS Financial Services, LLC](https://advisorcensus.com/firm/ms-financial-services-llc-reading-ma-166496) ([md](https://advisorcensus.com/firm/ms-financial-services-llc-reading-ma-166496.md)) | 166496 | Reading, MA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [MWA Asset Management](https://advisorcensus.com/firm/mwa-asset-management-danvers-ma-142912) ([md](https://advisorcensus.com/firm/mwa-asset-management-danvers-ma-142912.md)) | 142912 | Danvers, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Nathanael R. Brayton, CFA](https://advisorcensus.com/firm/nathanael-r-brayton-cfa-boston-ma-130269) ([md](https://advisorcensus.com/firm/nathanael-r-brayton-cfa-boston-ma-130269.md)) | 130269 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Fixed fee |
| [Needham Advisory Corporation](https://advisorcensus.com/firm/needham-advisory-corporation-north-andover-ma-105378) ([md](https://advisorcensus.com/firm/needham-advisory-corporation-north-andover-ma-105378.md)) | 105378 | North Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Neiman & Associates Financial Services, LLC](https://advisorcensus.com/firm/neiman-and-associates-financial-services-llc-arlington-ma-123641) ([md](https://advisorcensus.com/firm/neiman-and-associates-financial-services-llc-arlington-ma-123641.md)) | 123641 | Arlington, MA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Nestegg Financial](https://advisorcensus.com/firm/nestegg-financial-middleton-ma-128936) ([md](https://advisorcensus.com/firm/nestegg-financial-middleton-ma-128936.md)) | 128936 | Middleton, MA | State-registered investment adviser | Under $25 million | 32 | Fixed fee |
| [New Frontier Advisors, LLC](https://advisorcensus.com/firm/new-frontier-advisors-llc-boston-ma-147181) ([md](https://advisorcensus.com/firm/new-frontier-advisors-llc-boston-ma-147181.md)) | 147181 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [New Shore Financial LLC](https://advisorcensus.com/firm/new-shore-financial-llc-wrentham-ma-301148) ([md](https://advisorcensus.com/firm/new-shore-financial-llc-wrentham-ma-301148.md)) | 301148 | Wrentham, MA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Nobscot Investment Management LLC](https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289) ([md](https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289.md)) | 283289 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |

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## Questions people ask

**How many financial advisory firms are there in Boston, MA?**
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.

**How many fee-only financial advisors are in Boston, MA?**
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.

**How many financial advisors in Boston, MA offer financial planning?**
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.

**Are the financial advisors in Boston, MA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Barnstable Town](https://advisorcensus.com/advisors/ma/barnstable-town) (https://advisorcensus.com/advisors/ma/barnstable-town.md)
- [Financial advisors in Springfield](https://advisorcensus.com/advisors/ma/springfield) (https://advisorcensus.com/advisors/ma/springfield.md)
- [Financial advisors in Pittsfield](https://advisorcensus.com/advisors/ma/pittsfield) (https://advisorcensus.com/advisors/ma/pittsfield.md)
- [Financial advisors in Amherst Town](https://advisorcensus.com/advisors/ma/amherst-town) (https://advisorcensus.com/advisors/ma/amherst-town.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Boston, MA: 302 firms from Form ADV filings as of October 2026.