# 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/3

## 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 3 of 9, 101 to 150 of 414, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Convergent Capital Partners, LLC](https://advisorcensus.com/firm/convergent-capital-partners-llc-boston-ma-158100) ([md](https://advisorcensus.com/firm/convergent-capital-partners-llc-boston-ma-158100.md)) | 158100 | Boston, MA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Cornerstone Financial Management LLC](https://advisorcensus.com/firm/cornerstone-financial-management-llc-burlington-ma-140967) ([md](https://advisorcensus.com/firm/cornerstone-financial-management-llc-burlington-ma-140967.md)) | 140967 | Burlington, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Cornerstone Financial Planning, LLC](https://advisorcensus.com/firm/cornerstone-financial-planning-llc-portsmouth-nh-129656) ([md](https://advisorcensus.com/firm/cornerstone-financial-planning-llc-portsmouth-nh-129656.md)) | 129656 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Cottage Street Advisors](https://advisorcensus.com/firm/cottage-street-advisors-marion-ma-173487) ([md](https://advisorcensus.com/firm/cottage-street-advisors-marion-ma-173487.md)) | 173487 | Marion, MA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Cranston Capital Management, LLC](https://advisorcensus.com/firm/cranston-capital-management-llc-cohasset-ma-162190) ([md](https://advisorcensus.com/firm/cranston-capital-management-llc-cohasset-ma-162190.md)) | 162190 | Cohasset, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Crawford Fund Management, LLC](https://advisorcensus.com/firm/crawford-fund-management-llc-boston-ma-158659) ([md](https://advisorcensus.com/firm/crawford-fund-management-llc-boston-ma-158659.md)) | 158659 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [Crestwood Advisors](https://advisorcensus.com/firm/crestwood-advisors-boston-ma-286243) ([md](https://advisorcensus.com/firm/crestwood-advisors-boston-ma-286243.md)) | 286243 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee |
| [Crystal Capital Management Corporation](https://advisorcensus.com/firm/crystal-capital-management-corporation-saugus-ma-124599) ([md](https://advisorcensus.com/firm/crystal-capital-management-corporation-saugus-ma-124599.md)) | 124599 | Saugus, MA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Curious Crow Financial Planning](https://advisorcensus.com/firm/curious-crow-financial-planning-revere-ma-327495) ([md](https://advisorcensus.com/firm/curious-crow-financial-planning-revere-ma-327495.md)) | 327495 | Revere, MA | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Curtin Financial Services, Inc.](https://advisorcensus.com/firm/curtin-financial-services-inc-burlington-ma-133095) ([md](https://advisorcensus.com/firm/curtin-financial-services-inc-burlington-ma-133095.md)) | 133095 | Burlington, MA | State-registered investment adviser | Under $25 million | 32 | Hourly, Fixed fee |
| [CW Advisors, LLC](https://advisorcensus.com/firm/cw-advisors-llc-boston-ma-310873) ([md](https://advisorcensus.com/firm/cw-advisors-llc-boston-ma-310873.md)) | 310873 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Darrow Wealth Management](https://advisorcensus.com/firm/darrow-wealth-management-needham-ma-105679) ([md](https://advisorcensus.com/firm/darrow-wealth-management-needham-ma-105679.md)) | 105679 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Fixed fee |
| [David Wendell Associates, Inc.](https://advisorcensus.com/firm/david-wendell-associates-inc-portsmouth-nh-106664) ([md](https://advisorcensus.com/firm/david-wendell-associates-inc-portsmouth-nh-106664.md)) | 106664 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Fixed fee |
| [Davinci Capital Management Inc.](https://advisorcensus.com/firm/davinci-capital-management-inc-cambridge-ma-46897) ([md](https://advisorcensus.com/firm/davinci-capital-management-inc-cambridge-ma-46897.md)) | 46897 | Cambridge, MA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee, Commissions |
| [Davis Wealth Advisors](https://advisorcensus.com/firm/davis-wealth-advisors-salem-nh-287736) ([md](https://advisorcensus.com/firm/davis-wealth-advisors-salem-nh-287736.md)) | 287736 | Salem, NH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Demers Financial Planning](https://advisorcensus.com/firm/demers-financial-planning-north-andover-ma-148752) ([md](https://advisorcensus.com/firm/demers-financial-planning-north-andover-ma-148752.md)) | 148752 | North Andover, MA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Divergence Wealth Management LLC](https://advisorcensus.com/firm/divergence-wealth-management-llc-portsmouth-nh-341903) ([md](https://advisorcensus.com/firm/divergence-wealth-management-llc-portsmouth-nh-341903.md)) | 341903 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Diversified Financial Management](https://advisorcensus.com/firm/diversified-financial-management-norwell-ma-171813) ([md](https://advisorcensus.com/firm/diversified-financial-management-norwell-ma-171813.md)) | 171813 | Norwell, MA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [DJG Financial Services, Inc.](https://advisorcensus.com/firm/djg-financial-services-inc-east-weymouth-ma-146437) ([md](https://advisorcensus.com/firm/djg-financial-services-inc-east-weymouth-ma-146437.md)) | 146437 | East Weymouth, MA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Dreamfield Planning Group, LLC](https://advisorcensus.com/firm/dreamfield-planning-group-llc-braintree-ma-316550) ([md](https://advisorcensus.com/firm/dreamfield-planning-group-llc-braintree-ma-316550.md)) | 316550 | Braintree, MA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Easterly Investment Partners LLC](https://advisorcensus.com/firm/easterly-investment-partners-llc-beverly-ma-299607) ([md](https://advisorcensus.com/firm/easterly-investment-partners-llc-beverly-ma-299607.md)) | 299607 | Beverly, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee, Performance fee |
| [Entrepreneurshares LLC](https://advisorcensus.com/firm/entrepreneurshares-llc-boston-ma-153615) ([md](https://advisorcensus.com/firm/entrepreneurshares-llc-boston-ma-153615.md)) | 153615 | Boston, MA | SEC-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [EPG Incorporated](https://advisorcensus.com/firm/epg-incorporated-framingham-ma-106821) ([md](https://advisorcensus.com/firm/epg-incorporated-framingham-ma-106821.md)) | 106821 | Framingham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Essential Asset Management, LLC](https://advisorcensus.com/firm/essential-asset-management-llc-norwell-ma-158817) ([md](https://advisorcensus.com/firm/essential-asset-management-llc-norwell-ma-158817.md)) | 158817 | Norwell, MA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Essential Planning, LLC](https://advisorcensus.com/firm/essential-planning-llc-portsmouth-nh-106651) ([md](https://advisorcensus.com/firm/essential-planning-llc-portsmouth-nh-106651.md)) | 106651 | Portsmouth, NH | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Hourly, Fixed fee |
| [Estate Planners of New England, LLC](https://advisorcensus.com/firm/estate-planners-of-new-england-llc-portsmouth-nh-133353) ([md](https://advisorcensus.com/firm/estate-planners-of-new-england-llc-portsmouth-nh-133353.md)) | 133353 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Evergreen Wealth Management](https://advisorcensus.com/firm/evergreen-wealth-management-boston-ma-313909) ([md](https://advisorcensus.com/firm/evergreen-wealth-management-boston-ma-313909.md)) | 313909 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 5 | Fixed fee |
| [Excalibur Management Corp](https://advisorcensus.com/firm/excalibur-management-corp-waltham-ma-110836) ([md](https://advisorcensus.com/firm/excalibur-management-corp-waltham-ma-110836.md)) | 110836 | Waltham, MA | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Fixed fee |
| [Exchange Place Advisors, LLC](https://advisorcensus.com/firm/exchange-place-advisors-llc-sudbury-ma-125240) ([md](https://advisorcensus.com/firm/exchange-place-advisors-llc-sudbury-ma-125240.md)) | 125240 | Sudbury, MA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [F L Putnam Investment Management Co.](https://advisorcensus.com/firm/f-l-putnam-investment-management-co-lynnfield-ma-106223) ([md](https://advisorcensus.com/firm/f-l-putnam-investment-management-co-lynnfield-ma-106223.md)) | 106223 | Lynnfield, MA | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Fixed fee, Other |
| [F3 Capital](https://advisorcensus.com/firm/f3-capital-portsmouth-nh-316735) ([md](https://advisorcensus.com/firm/f3-capital-portsmouth-nh-316735.md)) | 316735 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Family Fiduciary Services, Inc.](https://advisorcensus.com/firm/family-fiduciary-services-inc-beverly-ma-146339) ([md](https://advisorcensus.com/firm/family-fiduciary-services-inc-beverly-ma-146339.md)) | 146339 | Beverly, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Fidelity Institutional Wealth Adviser LLC](https://advisorcensus.com/firm/fidelity-institutional-wealth-adviser-llc-boston-ma-301896) ([md](https://advisorcensus.com/firm/fidelity-institutional-wealth-adviser-llc-boston-ma-301896.md)) | 301896 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Fidelity Management & Research Company LLC](https://advisorcensus.com/firm/fidelity-management-and-research-company-llc-boston-ma-108281) ([md](https://advisorcensus.com/firm/fidelity-management-and-research-company-llc-boston-ma-108281.md)) | 108281 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Fixed fee, Performance fee, Other |
| [Fiduciary Trust International, LLC](https://advisorcensus.com/firm/fiduciary-trust-international-llc-lincoln-ma-124062) ([md](https://advisorcensus.com/firm/fiduciary-trust-international-llc-lincoln-ma-124062.md)) | 124062 | Lincoln, MA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee |
| [Fiduciary Wealth Partners, LLC](https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696) ([md](https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696.md)) | 160696 | Newton Lower Falls, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Financial Focus Asset Management,inc.](https://advisorcensus.com/firm/financial-focus-asset-management-inc-plymouth-ma-128847) ([md](https://advisorcensus.com/firm/financial-focus-asset-management-inc-plymouth-ma-128847.md)) | 128847 | Plymouth, MA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Financial Management Associates, LLC](https://advisorcensus.com/firm/financial-management-associates-llc-windham-nh-327502) ([md](https://advisorcensus.com/firm/financial-management-associates-llc-windham-nh-327502.md)) | 327502 | Windham, NH | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Financial Solutions Associates](https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456) ([md](https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456.md)) | 111456 | Dedham, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Financial Solutions Associates](https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-130397) ([md](https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-130397.md)) | 130397 | Dedham, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Finarc Investments, Inc.](https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571) ([md](https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571.md)) | 166571 | Norwood, MA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Finer Wealth Management, Inc.](https://advisorcensus.com/firm/finer-wealth-management-inc-salem-ma-129987) ([md](https://advisorcensus.com/firm/finer-wealth-management-inc-salem-ma-129987.md)) | 129987 | Salem, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [First Due Financial LLC](https://advisorcensus.com/firm/first-due-financial-llc-wareham-ma-335454) ([md](https://advisorcensus.com/firm/first-due-financial-llc-wareham-ma-335454.md)) | 335454 | Wareham, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Commissions |
| [Fisher Financial Strategies](https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411) ([md](https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411.md)) | 138411 | Cambridge, MA | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Flagship Harbor Advisors, LLC](https://advisorcensus.com/firm/flagship-harbor-advisors-llc-boston-ma-155733) ([md](https://advisorcensus.com/firm/flagship-harbor-advisors-llc-boston-ma-155733.md)) | 155733 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Flagship Private Wealth](https://advisorcensus.com/firm/flagship-private-wealth-woburn-ma-175277) ([md](https://advisorcensus.com/firm/flagship-private-wealth-woburn-ma-175277.md)) | 175277 | Woburn, MA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Florek Financial, LLC](https://advisorcensus.com/firm/florek-financial-llc-duxbury-ma-152235) ([md](https://advisorcensus.com/firm/florek-financial-llc-duxbury-ma-152235.md)) | 152235 | Duxbury, MA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Flying Point Financial, Inc.](https://advisorcensus.com/firm/flying-point-financial-inc-north-andover-ma-107915) ([md](https://advisorcensus.com/firm/flying-point-financial-inc-north-andover-ma-107915.md)) | 107915 | North Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [FMA Wealth Management, LLC](https://advisorcensus.com/firm/fma-wealth-management-llc-duxbury-ma-313049) ([md](https://advisorcensus.com/firm/fma-wealth-management-llc-duxbury-ma-313049.md)) | 313049 | Duxbury, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Foster Dykema Cabot & Partners, LLC](https://advisorcensus.com/firm/foster-dykema-cabot-and-partners-llc-waltham-ma-300282) ([md](https://advisorcensus.com/firm/foster-dykema-cabot-and-partners-llc-waltham-ma-300282.md)) | 300282 | Waltham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |

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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. Flat-fee financial advisors in Boston, MA: 414 firms from Form ADV filings as of October 2026.