# Flat-fee financial advisors in Boston, MA > AdvisorCensus lists 414 investment advisory firms with a principal office in the Boston metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee/page/2 ## At a glance - Investment advisory firms: 414 - Registration: SEC-registered investment adviser: 253, State-registered investment adviser: 161 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 183 (44%); Percentage of assets 361 (87%); Hourly charges 251 (61%); Subscription fees (newsletter or periodical) 4 (1%); Fixed fees 414 (100%); Commissions 23 (6%); Performance-based fees 40 (10%); Other 48 (12%) - Regulatory assets under management (Item 5.F): Under $25 million 60 (14%); $25 million to $100 million 70 (17%); $100 million to $500 million 107 (26%); $500 million to $1 billion 39 (9%); $1 billion to $5 billion 50 (12%); Over $5 billion 47 (11%); Not reported 41 (10%) - Years registered: Under 5 years 111 (27%); 5 to 9 years 84 (20%); 10 to 19 years 95 (23%); 20 years or more 124 (30%) ## Firms (page 2 of 9, 51 to 100 of 414, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Birch Hill Investment Advisors LLC](https://advisorcensus.com/firm/birch-hill-investment-advisors-llc-boston-ma-143750) ([md](https://advisorcensus.com/firm/birch-hill-investment-advisors-llc-boston-ma-143750.md)) | 143750 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee | | [Bluebird Wealth Management LLC](https://advisorcensus.com/firm/bluebird-wealth-management-llc-medfield-ma-293420) ([md](https://advisorcensus.com/firm/bluebird-wealth-management-llc-medfield-ma-293420.md)) | 293420 | Medfield, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [Bluedoor Private Wealth, LLC](https://advisorcensus.com/firm/bluedoor-private-wealth-llc-beverly-ma-301907) ([md](https://advisorcensus.com/firm/bluedoor-private-wealth-llc-beverly-ma-301907.md)) | 301907 | Beverly, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [Blueline Advisors](https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642) ([md](https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642.md)) | 164642 | Exeter, NH | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee | | [Boston Common Asset Management, LLC](https://advisorcensus.com/firm/boston-common-asset-management-llc-boston-ma-123558) ([md](https://advisorcensus.com/firm/boston-common-asset-management-llc-boston-ma-123558.md)) | 123558 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee | | [Boston Family Advisors LLC](https://advisorcensus.com/firm/boston-family-advisors-llc-boston-ma-299060) ([md](https://advisorcensus.com/firm/boston-family-advisors-llc-boston-ma-299060.md)) | 299060 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee | | [Boston Family Office LLC](https://advisorcensus.com/firm/boston-family-office-llc-boston-ma-107141) ([md](https://advisorcensus.com/firm/boston-family-office-llc-boston-ma-107141.md)) | 107141 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Hourly, Fixed fee | | [Boston Investment Trust Management, Inc.](https://advisorcensus.com/firm/boston-investment-trust-management-inc-bridgewater-ma-139446) ([md](https://advisorcensus.com/firm/boston-investment-trust-management-inc-bridgewater-ma-139446.md)) | 139446 | Bridgewater, MA | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee | | [Boston Standard Wealth Management, LLC](https://advisorcensus.com/firm/boston-standard-wealth-management-llc-winchester-ma-156452) ([md](https://advisorcensus.com/firm/boston-standard-wealth-management-llc-winchester-ma-156452.md)) | 156452 | Winchester, MA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee | | [Bostonnorth Financial Services, Inc.](https://advisorcensus.com/firm/bostonnorth-financial-services-inc-andover-ma-120304) ([md](https://advisorcensus.com/firm/bostonnorth-financial-services-inc-andover-ma-120304.md)) | 120304 | Andover, MA | State-registered investment adviser | Not reported | 27 | Hourly, Fixed fee | | [Bostonpremier Wealth](https://advisorcensus.com/firm/bostonpremier-wealth-hingham-ma-282268) ([md](https://advisorcensus.com/firm/bostonpremier-wealth-hingham-ma-282268.md)) | 282268 | Hingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee | | [Brave Boat Capital Advisors](https://advisorcensus.com/firm/brave-boat-capital-advisors-boston-ma-275029) ([md](https://advisorcensus.com/firm/brave-boat-capital-advisors-boston-ma-275029.md)) | 275029 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee | | [Breakwater Financial, LLC](https://advisorcensus.com/firm/breakwater-financial-llc-needham-ma-282401) ([md](https://advisorcensus.com/firm/breakwater-financial-llc-needham-ma-282401.md)) | 282401 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [Brisbois Capital Management LLC](https://advisorcensus.com/firm/brisbois-capital-management-llc-wilmington-ma-133115) ([md](https://advisorcensus.com/firm/brisbois-capital-management-llc-wilmington-ma-133115.md)) | 133115 | Wilmington, MA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee, Commissions | | [Brooknoll Advisors LLC](https://advisorcensus.com/firm/brooknoll-advisors-llc-boston-ma-298297) ([md](https://advisorcensus.com/firm/brooknoll-advisors-llc-boston-ma-298297.md)) | 298297 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | Hourly, Fixed fee | | [Butterworth Financial LLC](https://advisorcensus.com/firm/butterworth-financial-llc-danvers-ma-325026) ([md](https://advisorcensus.com/firm/butterworth-financial-llc-danvers-ma-325026.md)) | 325026 | Danvers, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Cabot Properties L.P.](https://advisorcensus.com/firm/cabot-properties-l-p-boston-ma-118729) ([md](https://advisorcensus.com/firm/cabot-properties-l-p-boston-ma-118729.md)) | 118729 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee | | [Cabot Wealth Management](https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327) ([md](https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327.md)) | 107327 | Beverly, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee | | [Cambridge Associates Limited, LLC](https://advisorcensus.com/firm/cambridge-associates-limited-llc-boston-ma-106003) ([md](https://advisorcensus.com/firm/cambridge-associates-limited-llc-boston-ma-106003.md)) | 106003 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Fixed fee, Other | | [Cambridge Associates, LLC](https://advisorcensus.com/firm/cambridge-associates-llc-boston-ma-104942) ([md](https://advisorcensus.com/firm/cambridge-associates-llc-boston-ma-104942.md)) | 104942 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Hourly, Subscription, Fixed fee, Performance fee, Other | | [Canby Financial Advisors](https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797) ([md](https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797.md)) | 338797 | Framingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee | | [Cape ANN Capital, Inc.](https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942) ([md](https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942.md)) | 128942 | Concord, MA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee | | [Capital Advisors Group, Inc](https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000) ([md](https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000.md)) | 112000 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee, Other | | [Capital Design Private Wealth LLC](https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472) ([md](https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472.md)) | 300472 | Portsmouth, NH | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee | | [Capshift Advisors](https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860) ([md](https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860.md)) | 309860 | West Newton, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee | | [Castle Asset Management, LLC](https://advisorcensus.com/firm/castle-asset-management-llc-north-hampton-nh-117521) ([md](https://advisorcensus.com/firm/castle-asset-management-llc-north-hampton-nh-117521.md)) | 117521 | North Hampton, NH | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Commissions | | [Ceres Financial Group, Inc.](https://advisorcensus.com/firm/ceres-financial-group-inc-stoughton-ma-129086) ([md](https://advisorcensus.com/firm/ceres-financial-group-inc-stoughton-ma-129086.md)) | 129086 | Stoughton, MA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee | | [Charlesbridge Advisors](https://advisorcensus.com/firm/charlesbridge-advisors-dedham-ma-341159) ([md](https://advisorcensus.com/firm/charlesbridge-advisors-dedham-ma-341159.md)) | 341159 | Dedham, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee | | [Choate Investment Advisors](https://advisorcensus.com/firm/choate-investment-advisors-boston-ma-106109) ([md](https://advisorcensus.com/firm/choate-investment-advisors-boston-ma-106109.md)) | 106109 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Hourly, Fixed fee | | [CIO Wealth Management, Inc.](https://advisorcensus.com/firm/cio-wealth-management-inc-sudbury-ma-313576) ([md](https://advisorcensus.com/firm/cio-wealth-management-inc-sudbury-ma-313576.md)) | 313576 | Sudbury, MA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee | | [CIP Capital Management, LLC](https://advisorcensus.com/firm/cip-capital-management-llc-cambridge-ma-321225) ([md](https://advisorcensus.com/firm/cip-capital-management-llc-cambridge-ma-321225.md)) | 321225 | Cambridge, MA | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee | | [Claro Advisors Inc.](https://advisorcensus.com/firm/claro-advisors-inc-boston-ma-160294) ([md](https://advisorcensus.com/firm/claro-advisors-inc-boston-ma-160294.md)) | 160294 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee | | [Clear Brook Advisors, Inc.](https://advisorcensus.com/firm/clear-brook-advisors-inc-boston-ma-132045) ([md](https://advisorcensus.com/firm/clear-brook-advisors-inc-boston-ma-132045.md)) | 132045 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 20 | Fixed fee, Other | | [Clearview Family Wealth, LLC](https://advisorcensus.com/firm/clearview-family-wealth-llc-peabody-ma-342171) ([md](https://advisorcensus.com/firm/clearview-family-wealth-llc-peabody-ma-342171.md)) | 342171 | Peabody, MA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Commissions | | [CMH Wealth Management, LLC](https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138) ([md](https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138.md)) | 150138 | Portsmouth, NH | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Fixed fee | | [Collaborative Financial Solutions LLC](https://advisorcensus.com/firm/collaborative-financial-solutions-llc-brookline-ma-312627) ([md](https://advisorcensus.com/firm/collaborative-financial-solutions-llc-brookline-ma-312627.md)) | 312627 | Brookline, MA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Commissions | | [Collaborative Wealth Advisors, LLC](https://advisorcensus.com/firm/collaborative-wealth-advisors-llc-westford-ma-128431) ([md](https://advisorcensus.com/firm/collaborative-wealth-advisors-llc-westford-ma-128431.md)) | 128431 | Westford, MA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee | | [Colman Knight Advisory Group, LLC](https://advisorcensus.com/firm/colman-knight-advisory-group-llc-acton-ma-119696) ([md](https://advisorcensus.com/firm/colman-knight-advisory-group-llc-acton-ma-119696.md)) | 119696 | Acton, MA | SEC-registered investment adviser | $100 million to $500 million | 23 | Hourly, Fixed fee | | [Columbia Management Investment Advisers, LLC](https://advisorcensus.com/firm/columbia-management-investment-advisers-llc-boston-ma-108257) ([md](https://advisorcensus.com/firm/columbia-management-investment-advisers-llc-boston-ma-108257.md)) | 108257 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Fixed fee, Performance fee | | [Commons Capital, LLC](https://advisorcensus.com/firm/commons-capital-llc-needham-ma-165738) ([md](https://advisorcensus.com/firm/commons-capital-llc-needham-ma-165738.md)) | 165738 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee | | [Commonwealth Financial Network](https://advisorcensus.com/firm/commonwealth-financial-network-waltham-ma-8032) ([md](https://advisorcensus.com/firm/commonwealth-financial-network-waltham-ma-8032.md)) | 8032 | Waltham, MA | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Hourly, Fixed fee, Commissions | | [Community Financial Group, Inc.](https://advisorcensus.com/firm/community-financial-group-inc-marlborough-ma-129472) ([md](https://advisorcensus.com/firm/community-financial-group-inc-marlborough-ma-129472.md)) | 129472 | Marlborough, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee | | [Compass Capital Corporation](https://advisorcensus.com/firm/compass-capital-corporation-braintree-ma-112323) ([md](https://advisorcensus.com/firm/compass-capital-corporation-braintree-ma-112323.md)) | 112323 | Braintree, MA | SEC-registered investment adviser | $500 million to $1 billion | 42 | % of assets, Hourly, Fixed fee | | [Compass Planning Associates, Inc.](https://advisorcensus.com/firm/compass-planning-associates-inc-westwood-ma-128014) ([md](https://advisorcensus.com/firm/compass-planning-associates-inc-westwood-ma-128014.md)) | 128014 | Westwood, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | Hourly, Fixed fee | | [Compass Wealth Management, LLC](https://advisorcensus.com/firm/compass-wealth-management-llc-ayer-ma-130693) ([md](https://advisorcensus.com/firm/compass-wealth-management-llc-ayer-ma-130693.md)) | 130693 | Ayer, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other | | [Concordia Wealth Management, LLC](https://advisorcensus.com/firm/concordia-wealth-management-llc-concord-ma-164278) ([md](https://advisorcensus.com/firm/concordia-wealth-management-llc-concord-ma-164278.md)) | 164278 | Concord, MA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee | | [Condon Wealth Management, Inc.](https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409) ([md](https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409.md)) | 128409 | Plymouth, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Commissions, Other | | [Congress Asset Management Company, LLP](https://advisorcensus.com/firm/congress-asset-management-company-llp-boston-ma-105161) ([md](https://advisorcensus.com/firm/congress-asset-management-company-llp-boston-ma-105161.md)) | 105161 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee | | [Conscious Capital](https://advisorcensus.com/firm/conscious-capital-boston-ma-283947) ([md](https://advisorcensus.com/firm/conscious-capital-boston-ma-283947.md)) | 283947 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee | | [Convergency Partners Advisors LLC](https://advisorcensus.com/firm/convergency-partners-advisors-llc-boston-ma-326447) ([md](https://advisorcensus.com/firm/convergency-partners-advisors-llc-boston-ma-326447.md)) | 326447 | Boston, MA | State-registered investment adviser | Not reported | 3 | Fixed fee, Other | - Previous page: https://advisorcensus.com/advisors/ma/boston/flat-fee.md - Next page: https://advisorcensus.com/advisors/ma/boston/flat-fee/page/3.md ## 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. 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Flat-fee financial advisors in Boston, MA: 414 firms from Form ADV filings as of October 2026.