# 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/6

## 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 6 of 9, 251 to 300 of 414, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Natixis Advisors, LLC](https://advisorcensus.com/firm/natixis-advisors-llc-boston-ma-106800) ([md](https://advisorcensus.com/firm/natixis-advisors-llc-boston-ma-106800.md)) | 106800 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Fixed fee, Other |
| [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 |
| [Nefpg](https://advisorcensus.com/firm/nefpg-burlington-ma-105254) ([md](https://advisorcensus.com/firm/nefpg-burlington-ma-105254.md)) | 105254 | Burlington, MA | SEC-registered investment adviser | $100 million to $500 million | 44 | % 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 |
| [Nepc, LLC](https://advisorcensus.com/firm/nepc-llc-boston-ma-110562) ([md](https://advisorcensus.com/firm/nepc-llc-boston-ma-110562.md)) | 110562 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Hourly, Fixed fee, Performance 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 Century Investment Management, L.L.C.](https://advisorcensus.com/firm/new-century-investment-management-l-l-c-hanover-ma-132465) ([md](https://advisorcensus.com/firm/new-century-investment-management-l-l-c-hanover-ma-132465.md)) | 132465 | Hanover, MA | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee, Other |
| [New England Private Wealth Advisors, LLC](https://advisorcensus.com/firm/new-england-private-wealth-advisors-llc-wellesley-ma-133790) ([md](https://advisorcensus.com/firm/new-england-private-wealth-advisors-llc-wellesley-ma-133790.md)) | 133790 | Wellesley, MA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee |
| [New England Retirement Consultants, LLC](https://advisorcensus.com/firm/new-england-retirement-consultants-llc-boston-ma-141573) ([md](https://advisorcensus.com/firm/new-england-retirement-consultants-llc-boston-ma-141573.md)) | 141573 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [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 |
| [New World Advisors LLC](https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798) ([md](https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798.md)) | 296798 | Hingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Newton Investment Management North America](https://advisorcensus.com/firm/newton-investment-management-north-america-boston-ma-312937) ([md](https://advisorcensus.com/firm/newton-investment-management-north-america-boston-ma-312937.md)) | 312937 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Fixed fee, Performance fee |
| [Nichols & Pratt Advisers LLP](https://advisorcensus.com/firm/nichols-and-pratt-advisers-llp-boston-ma-107113) ([md](https://advisorcensus.com/firm/nichols-and-pratt-advisers-llp-boston-ma-107113.md)) | 107113 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Hourly, Fixed fee, Other |
| [North Shore Wealth Management](https://advisorcensus.com/firm/north-shore-wealth-management-westford-ma-329710) ([md](https://advisorcensus.com/firm/north-shore-wealth-management-westford-ma-329710.md)) | 329710 | Westford, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Northeast Investment Management Inc](https://advisorcensus.com/firm/northeast-investment-management-inc-boston-ma-105051) ([md](https://advisorcensus.com/firm/northeast-investment-management-inc-boston-ma-105051.md)) | 105051 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets, Fixed fee |
| [Northern Capital Securities Corporation](https://advisorcensus.com/firm/northern-capital-securities-corporation-north-andover-ma-40659) ([md](https://advisorcensus.com/firm/northern-capital-securities-corporation-north-andover-ma-40659.md)) | 40659 | North Andover, MA | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Northstar Financial Planning, LLC](https://advisorcensus.com/firm/northstar-financial-planning-llc-windham-nh-117205) ([md](https://advisorcensus.com/firm/northstar-financial-planning-llc-windham-nh-117205.md)) | 117205 | Windham, NH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Norton Financial Consultants](https://advisorcensus.com/firm/norton-financial-consultants-medway-ma-117351) ([md](https://advisorcensus.com/firm/norton-financial-consultants-medway-ma-117351.md)) | 117351 | Medway, MA | State-registered investment adviser | Not reported | 30 | Hourly, Fixed fee |
| [Nubian Square Investment Advisors, LLC](https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955) ([md](https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955.md)) | 315955 | Brookline, MA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Nutter Investment Advisors](https://advisorcensus.com/firm/nutter-investment-advisors-boston-ma-105461) ([md](https://advisorcensus.com/firm/nutter-investment-advisors-boston-ma-105461.md)) | 105461 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Fixed fee |
| [Nvest Financial, LLC](https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868) ([md](https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868.md)) | 128868 | Portsmouth, NH | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [O'Rourke & Company, Incorporated](https://advisorcensus.com/firm/o-rourke-and-company-incorporated-boston-ma-132481) ([md](https://advisorcensus.com/firm/o-rourke-and-company-incorporated-boston-ma-132481.md)) | 132481 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [O.F.O. Partners, LLC](https://advisorcensus.com/firm/o-f-o-partners-llc-hingham-ma-297424) ([md](https://advisorcensus.com/firm/o-f-o-partners-llc-hingham-ma-297424.md)) | 297424 | Hingham, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Old School Capital LLC](https://advisorcensus.com/firm/old-school-capital-llc-andover-ma-118226) ([md](https://advisorcensus.com/firm/old-school-capital-llc-andover-ma-118226.md)) | 118226 | Andover, MA | State-registered investment adviser | Not reported | 24 | % of assets, Hourly, Fixed fee |
| [Option Research & Technology Services, LLC](https://advisorcensus.com/firm/option-research-and-technology-services-llc-portsmouth-nh-293933) ([md](https://advisorcensus.com/firm/option-research-and-technology-services-llc-portsmouth-nh-293933.md)) | 293933 | Portsmouth, NH | SEC-registered investment adviser | Not reported | 8 | Fixed fee |
| [Ouellette Wealth Advisory LLC](https://advisorcensus.com/firm/ouellette-wealth-advisory-llc-lexington-ma-289242) ([md](https://advisorcensus.com/firm/ouellette-wealth-advisory-llc-lexington-ma-289242.md)) | 289242 | Lexington, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Oxford Martin, LLC](https://advisorcensus.com/firm/oxford-martin-llc-wakefield-ma-316388) ([md](https://advisorcensus.com/firm/oxford-martin-llc-wakefield-ma-316388.md)) | 316388 | Wakefield, MA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Pallas Capital Advisors, LLC](https://advisorcensus.com/firm/pallas-capital-advisors-llc-braintree-ma-310327) ([md](https://advisorcensus.com/firm/pallas-capital-advisors-llc-braintree-ma-310327.md)) | 310327 | Braintree, MA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Panos Financial Partners, LLC](https://advisorcensus.com/firm/panos-financial-partners-llc-boston-ma-158080) ([md](https://advisorcensus.com/firm/panos-financial-partners-llc-boston-ma-158080.md)) | 158080 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Fixed fee |
| [Paragon Financial Advisors](https://advisorcensus.com/firm/paragon-financial-advisors-newton-ma-133856) ([md](https://advisorcensus.com/firm/paragon-financial-advisors-newton-ma-133856.md)) | 133856 | Newton, MA | State-registered investment adviser | $100 million to $500 million | 21 | Hourly, Fixed fee |
| [Park State Asset Management LLC](https://advisorcensus.com/firm/park-state-asset-management-llc-beverly-ma-336573) ([md](https://advisorcensus.com/firm/park-state-asset-management-llc-beverly-ma-336573.md)) | 336573 | Beverly, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee |
| [Partners Capital Investment Group, LLP](https://advisorcensus.com/firm/partners-capital-investment-group-llp-boston-ma-120663) ([md](https://advisorcensus.com/firm/partners-capital-investment-group-llp-boston-ma-120663.md)) | 120663 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Peabody River Asset Management, LLC](https://advisorcensus.com/firm/peabody-river-asset-management-llc-cambridge-ma-143644) ([md](https://advisorcensus.com/firm/peabody-river-asset-management-llc-cambridge-ma-143644.md)) | 143644 | Cambridge, MA | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee |
| [Peddock Capital Advisors, LLC](https://advisorcensus.com/firm/peddock-capital-advisors-llc-braintree-ma-148216) ([md](https://advisorcensus.com/firm/peddock-capital-advisors-llc-braintree-ma-148216.md)) | 148216 | Braintree, MA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Perennial Advisors Group, LLC](https://advisorcensus.com/firm/perennial-advisors-group-llc-westford-ma-128600) ([md](https://advisorcensus.com/firm/perennial-advisors-group-llc-westford-ma-128600.md)) | 128600 | Westford, MA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Fixed fee |
| [Philip J. Sagan Financial Consulting, Inc.](https://advisorcensus.com/firm/philip-j-sagan-financial-consulting-inc-newton-ma-130358) ([md](https://advisorcensus.com/firm/philip-j-sagan-financial-consulting-inc-newton-ma-130358.md)) | 130358 | Newton, MA | State-registered investment adviser | Under $25 million | 29 | Hourly, Fixed fee |
| [Philosophe Financial](https://advisorcensus.com/firm/philosophe-financial-wayland-ma-340361) ([md](https://advisorcensus.com/firm/philosophe-financial-wayland-ma-340361.md)) | 340361 | Wayland, MA | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Pinnacle Pension Consultants LLC](https://advisorcensus.com/firm/pinnacle-pension-consultants-llc-needham-ma-133442) ([md](https://advisorcensus.com/firm/pinnacle-pension-consultants-llc-needham-ma-133442.md)) | 133442 | Needham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [Piscataqua Research Inc.](https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617) ([md](https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617.md)) | 110617 | Portsmouth, NH | State-registered investment adviser | Not reported | 14 | Fixed fee |
| [Plan for IT Financial, LLC](https://advisorcensus.com/firm/plan-for-it-financial-llc-salem-ma-326809) ([md](https://advisorcensus.com/firm/plan-for-it-financial-llc-salem-ma-326809.md)) | 326809 | Salem, MA | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Plandynamic, LLC](https://advisorcensus.com/firm/plandynamic-llc-framingham-ma-291154) ([md](https://advisorcensus.com/firm/plandynamic-llc-framingham-ma-291154.md)) | 291154 | Framingham, MA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Polen Capital Credit, LLC](https://advisorcensus.com/firm/polen-capital-credit-llc-waltham-ma-108468) ([md](https://advisorcensus.com/firm/polen-capital-credit-llc-waltham-ma-108468.md)) | 108468 | Waltham, MA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Fixed fee, Performance fee |
| [Prime Buchholz LLC](https://advisorcensus.com/firm/prime-buchholz-llc-portsmouth-nh-106455) ([md](https://advisorcensus.com/firm/prime-buchholz-llc-portsmouth-nh-106455.md)) | 106455 | Portsmouth, NH | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee, Other |
| [Proctor Financial](https://advisorcensus.com/firm/proctor-financial-sherborn-ma-122021) ([md](https://advisorcensus.com/firm/proctor-financial-sherborn-ma-122021.md)) | 122021 | Sherborn, MA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Proficient Wealth Counselors, LLC](https://advisorcensus.com/firm/proficient-wealth-counselors-llc-norwood-ma-152640) ([md](https://advisorcensus.com/firm/proficient-wealth-counselors-llc-norwood-ma-152640.md)) | 152640 | Norwood, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Proficio Capital Partners LLC](https://advisorcensus.com/firm/proficio-capital-partners-llc-newton-ma-269931) ([md](https://advisorcensus.com/firm/proficio-capital-partners-llc-newton-ma-269931.md)) | 269931 | Newton, MA | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Fixed fee, Performance fee |
| [Promethos Capital, LLC](https://advisorcensus.com/firm/promethos-capital-llc-boston-ma-300915) ([md](https://advisorcensus.com/firm/promethos-capital-llc-boston-ma-300915.md)) | 300915 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |
| [Purefi Wealth, LLC](https://advisorcensus.com/firm/purefi-wealth-llc-boston-ma-328459) ([md](https://advisorcensus.com/firm/purefi-wealth-llc-boston-ma-328459.md)) | 328459 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [R.A.I. Financial Services, Inc.](https://advisorcensus.com/firm/r-a-i-financial-services-inc-lynnfield-ma-128596) ([md](https://advisorcensus.com/firm/r-a-i-financial-services-inc-lynnfield-ma-128596.md)) | 128596 | Lynnfield, MA | State-registered investment adviser | Under $25 million | 25 | % of assets, Hourly, Fixed fee |
| [R3I LLC](https://advisorcensus.com/firm/r3i-llc-cambridge-ma-340483) ([md](https://advisorcensus.com/firm/r3i-llc-cambridge-ma-340483.md)) | 340483 | Cambridge, MA | State-registered investment adviser | Not reported | 0 | 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 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.