# 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/4

## 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 4 of 9, 151 to 200 of 414, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Fox Hill Wealth Management](https://advisorcensus.com/firm/fox-hill-wealth-management-dedham-ma-321881) ([md](https://advisorcensus.com/firm/fox-hill-wealth-management-dedham-ma-321881.md)) | 321881 | Dedham, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Freedom Trail Financial](https://advisorcensus.com/firm/freedom-trail-financial-boston-ma-283902) ([md](https://advisorcensus.com/firm/freedom-trail-financial-boston-ma-283902.md)) | 283902 | Boston, MA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Commissions, Other |
| [Fulham & Co](https://advisorcensus.com/firm/fulham-and-co-wellesley-ma-158374) ([md](https://advisorcensus.com/firm/fulham-and-co-wellesley-ma-158374.md)) | 158374 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 14 | Fixed fee, Performance fee |
| [Full Life Financial Planning](https://advisorcensus.com/firm/full-life-financial-planning-hanover-ma-309835) ([md](https://advisorcensus.com/firm/full-life-financial-planning-hanover-ma-309835.md)) | 309835 | Hanover, MA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Gardiner Financial, Inc.](https://advisorcensus.com/firm/gardiner-financial-inc-wellesley-hills-ma-286192) ([md](https://advisorcensus.com/firm/gardiner-financial-inc-wellesley-hills-ma-286192.md)) | 286192 | Wellesley Hills, MA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [GC Wealth Management RIA, LLC](https://advisorcensus.com/firm/gc-wealth-management-ria-llc-cambridge-ma-327269) ([md](https://advisorcensus.com/firm/gc-wealth-management-ria-llc-cambridge-ma-327269.md)) | 327269 | Cambridge, MA | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Fixed fee |
| [Genesis Wealth Advisors, LLC](https://advisorcensus.com/firm/genesis-wealth-advisors-llc-braintree-ma-158388) ([md](https://advisorcensus.com/firm/genesis-wealth-advisors-llc-braintree-ma-158388.md)) | 158388 | Braintree, MA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Geode Capital Management, LLC](https://advisorcensus.com/firm/geode-capital-management-llc-boston-ma-115504) ([md](https://advisorcensus.com/firm/geode-capital-management-llc-boston-ma-115504.md)) | 115504 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee |
| [Global Vision Advisors](https://advisorcensus.com/firm/global-vision-advisors-norwell-ma-145200) ([md](https://advisorcensus.com/firm/global-vision-advisors-norwell-ma-145200.md)) | 145200 | Norwell, MA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Golden Financial Services](https://advisorcensus.com/firm/golden-financial-services-portsmouth-nh-132256) ([md](https://advisorcensus.com/firm/golden-financial-services-portsmouth-nh-132256.md)) | 132256 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Good Harbor Advisors, Inc.](https://advisorcensus.com/firm/good-harbor-advisors-inc-gloucester-ma-143492) ([md](https://advisorcensus.com/firm/good-harbor-advisors-inc-gloucester-ma-143492.md)) | 143492 | Gloucester, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Goodman Advisory Group, LLC](https://advisorcensus.com/firm/goodman-advisory-group-llc-needham-ma-285637) ([md](https://advisorcensus.com/firm/goodman-advisory-group-llc-needham-ma-285637.md)) | 285637 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Goodman Asset Management, Inc.](https://advisorcensus.com/firm/goodman-asset-management-inc-framingham-ma-128643) ([md](https://advisorcensus.com/firm/goodman-asset-management-inc-framingham-ma-128643.md)) | 128643 | Framingham, MA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Hourly, Fixed fee |
| [Gorman Financial Management](https://advisorcensus.com/firm/gorman-financial-management-norwell-ma-128727) ([md](https://advisorcensus.com/firm/gorman-financial-management-norwell-ma-128727.md)) | 128727 | Norwell, MA | State-registered investment adviser | Not reported | 32 | Hourly, Fixed fee |
| [Gosselin Consulting Group LLC](https://advisorcensus.com/firm/gosselin-consulting-group-llc-braintree-ma-161019) ([md](https://advisorcensus.com/firm/gosselin-consulting-group-llc-braintree-ma-161019.md)) | 161019 | Braintree, MA | SEC-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Granite Wealth Management LLC](https://advisorcensus.com/firm/granite-wealth-management-llc-plymouth-ma-309868) ([md](https://advisorcensus.com/firm/granite-wealth-management-llc-plymouth-ma-309868.md)) | 309868 | Plymouth, MA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Gray Private Wealth, LLC](https://advisorcensus.com/firm/gray-private-wealth-llc-canton-ma-128547) ([md](https://advisorcensus.com/firm/gray-private-wealth-llc-canton-ma-128547.md)) | 128547 | Canton, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Great Point Wealth Advisors, LLC](https://advisorcensus.com/firm/great-point-wealth-advisors-llc-boston-ma-147082) ([md](https://advisorcensus.com/firm/great-point-wealth-advisors-llc-boston-ma-147082.md)) | 147082 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Greenway Financial Advisors LLC](https://advisorcensus.com/firm/greenway-financial-advisors-llc-burlington-ma-168353) ([md](https://advisorcensus.com/firm/greenway-financial-advisors-llc-burlington-ma-168353.md)) | 168353 | Burlington, MA | State-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Grovestreet](https://advisorcensus.com/firm/grovestreet-newton-ma-111497) ([md](https://advisorcensus.com/firm/grovestreet-newton-ma-111497.md)) | 111497 | Newton, MA | SEC-registered investment adviser | Over $5 billion | 25 | Fixed fee, Performance fee, Other |
| [Gulfstream Financial Group LLC](https://advisorcensus.com/firm/gulfstream-financial-group-llc-portsmouth-nh-136475) ([md](https://advisorcensus.com/firm/gulfstream-financial-group-llc-portsmouth-nh-136475.md)) | 136475 | Portsmouth, NH | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [GW&K Investment Management, LLC](https://advisorcensus.com/firm/gw-and-k-investment-management-llc-boston-ma-121942) ([md](https://advisorcensus.com/firm/gw-and-k-investment-management-llc-boston-ma-121942.md)) | 121942 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Gwendolyn J. Floyd, CPA, CFP(R)](https://advisorcensus.com/firm/gwendolyn-j-floyd-cpa-cfp-r-hull-ma-155152) ([md](https://advisorcensus.com/firm/gwendolyn-j-floyd-cpa-cfp-r-hull-ma-155152.md)) | 155152 | Hull, MA | State-registered investment adviser | Not reported | 15 | Hourly, Fixed fee |
| [Hanai Financial](https://advisorcensus.com/firm/hanai-financial-portsmouth-nh-328289) ([md](https://advisorcensus.com/firm/hanai-financial-portsmouth-nh-328289.md)) | 328289 | Portsmouth, NH | State-registered investment adviser | Not reported | 2 | % of assets, Hourly, Fixed fee |
| [Hanover Strategic Management, LLC](https://advisorcensus.com/firm/hanover-strategic-management-llc-wellesley-ma-139908) ([md](https://advisorcensus.com/firm/hanover-strategic-management-llc-wellesley-ma-139908.md)) | 139908 | Wellesley, MA | State-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Harbor Advisory Corporation](https://advisorcensus.com/firm/harbor-advisory-corporation-portsmouth-nh-105151) ([md](https://advisorcensus.com/firm/harbor-advisory-corporation-portsmouth-nh-105151.md)) | 105151 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 53 | % of assets, Hourly, Fixed fee |
| [Harbor Asset Planning, Inc.](https://advisorcensus.com/firm/harbor-asset-planning-inc-belmont-ma-144944) ([md](https://advisorcensus.com/firm/harbor-asset-planning-inc-belmont-ma-144944.md)) | 144944 | Belmont, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Harbourvest Partners, LLC](https://advisorcensus.com/firm/harbourvest-partners-llc-boston-ma-109846) ([md](https://advisorcensus.com/firm/harbourvest-partners-llc-boston-ma-109846.md)) | 109846 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Fixed fee, Performance fee |
| [Harvest Capital Partners LLC](https://advisorcensus.com/firm/harvest-capital-partners-llc-boston-ma-133026) ([md](https://advisorcensus.com/firm/harvest-capital-partners-llc-boston-ma-133026.md)) | 133026 | Boston, MA | SEC-registered investment adviser | Not reported | 21 | Hourly, Fixed fee |
| [Hathaway Advisory](https://advisorcensus.com/firm/hathaway-advisory-arlington-ma-337833) ([md](https://advisorcensus.com/firm/hathaway-advisory-arlington-ma-337833.md)) | 337833 | Arlington, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Hawthorne Wellman Financial Planning, LLC](https://advisorcensus.com/firm/hawthorne-wellman-financial-planning-llc-tyngsboro-ma-318685) ([md](https://advisorcensus.com/firm/hawthorne-wellman-financial-planning-llc-tyngsboro-ma-318685.md)) | 318685 | Tyngsboro, MA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Heng REN Partners](https://advisorcensus.com/firm/heng-ren-partners-boston-ma-296062) ([md](https://advisorcensus.com/firm/heng-ren-partners-boston-ma-296062.md)) | 296062 | Boston, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |
| [Heritage Wealth Management](https://advisorcensus.com/firm/heritage-wealth-management-woburn-ma-159158) ([md](https://advisorcensus.com/firm/heritage-wealth-management-woburn-ma-159158.md)) | 159158 | Woburn, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Holmes Investment Management, Inc.](https://advisorcensus.com/firm/holmes-investment-management-inc-brockton-ma-123920) ([md](https://advisorcensus.com/firm/holmes-investment-management-inc-brockton-ma-123920.md)) | 123920 | Brockton, MA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Fixed fee |
| [Hoopoe Advisors](https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573) ([md](https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573.md)) | 282573 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Howland Capital Management LLC](https://advisorcensus.com/firm/howland-capital-management-llc-boston-ma-104726) ([md](https://advisorcensus.com/firm/howland-capital-management-llc-boston-ma-104726.md)) | 104726 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets, Hourly, Fixed fee, Other |
| [Iacangelo Financial Group, LLC](https://advisorcensus.com/firm/iacangelo-financial-group-llc-portsmouth-nh-166784) ([md](https://advisorcensus.com/firm/iacangelo-financial-group-llc-portsmouth-nh-166784.md)) | 166784 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee, Other |
| [Icapital, LLC](https://advisorcensus.com/firm/icapital-llc-boston-ma-122816) ([md](https://advisorcensus.com/firm/icapital-llc-boston-ma-122816.md)) | 122816 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee |
| [IFR, Municipal Market Data](https://advisorcensus.com/firm/ifr-municipal-market-data-boston-ma-109120) ([md](https://advisorcensus.com/firm/ifr-municipal-market-data-boston-ma-109120.md)) | 109120 | Boston, MA | SEC-registered investment adviser | Not reported | 28 | Subscription, Fixed fee |
| [Ingeniq Capital](https://advisorcensus.com/firm/ingeniq-capital-bedford-ma-327212) ([md](https://advisorcensus.com/firm/ingeniq-capital-bedford-ma-327212.md)) | 327212 | Bedford, MA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Innovative Advisory Group](https://advisorcensus.com/firm/innovative-advisory-group-lexington-ma-146618) ([md](https://advisorcensus.com/firm/innovative-advisory-group-lexington-ma-146618.md)) | 146618 | Lexington, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Insight Financial Strategists](https://advisorcensus.com/firm/insight-financial-strategists-newton-ma-165125) ([md](https://advisorcensus.com/firm/insight-financial-strategists-newton-ma-165125.md)) | 165125 | Newton, MA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Subscription, Fixed fee |
| [Integrated Wealth Concepts LLC](https://advisorcensus.com/firm/integrated-wealth-concepts-llc-waltham-ma-284656) ([md](https://advisorcensus.com/firm/integrated-wealth-concepts-llc-waltham-ma-284656.md)) | 284656 | Waltham, MA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Intercontinental Real Estate Corporation](https://advisorcensus.com/firm/intercontinental-real-estate-corporation-boston-ma-112332) ([md](https://advisorcensus.com/firm/intercontinental-real-estate-corporation-boston-ma-112332.md)) | 112332 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee |
| [Ipswich Investment Management Company, Inc](https://advisorcensus.com/firm/ipswich-investment-management-company-inc-beverly-ma-106625) ([md](https://advisorcensus.com/firm/ipswich-investment-management-company-inc-beverly-ma-106625.md)) | 106625 | Beverly, MA | SEC-registered investment adviser | $500 million to $1 billion | 40 | % of assets, Fixed fee |
| [J.M. Forbes & Co. LLP](https://advisorcensus.com/firm/j-m-forbes-and-co-llp-boston-ma-107422) ([md](https://advisorcensus.com/firm/j-m-forbes-and-co-llp-boston-ma-107422.md)) | 107422 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 66 | % of assets, Fixed fee |
| [Jadim Wealth Management, LLC](https://advisorcensus.com/firm/jadim-wealth-management-llc-boston-ma-165415) ([md](https://advisorcensus.com/firm/jadim-wealth-management-llc-boston-ma-165415.md)) | 165415 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee, Commissions |
| [John Hancock Personal Financial Services, LLC](https://advisorcensus.com/firm/john-hancock-personal-financial-services-llc-boston-ma-174433) ([md](https://advisorcensus.com/firm/john-hancock-personal-financial-services-llc-boston-ma-174433.md)) | 174433 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Kaizerman & Associates, LLC](https://advisorcensus.com/firm/kaizerman-and-associates-llc-natick-ma-128579) ([md](https://advisorcensus.com/firm/kaizerman-and-associates-llc-natick-ma-128579.md)) | 128579 | Natick, MA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly, Fixed fee |
| [Kastel Capital Advisors, LLC](https://advisorcensus.com/firm/kastel-capital-advisors-llc-wellesley-ma-226520) ([md](https://advisorcensus.com/firm/kastel-capital-advisors-llc-wellesley-ma-226520.md)) | 226520 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, 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 Worcester](https://advisorcensus.com/advisors/ma/worcester) (https://advisorcensus.com/advisors/ma/worcester.md)
- [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.