# 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/8

## 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 8 of 9, 351 to 400 of 414, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Straight Forward Wealth Management, LLC](https://advisorcensus.com/firm/straight-forward-wealth-management-llc-rochester-nh-329055) ([md](https://advisorcensus.com/firm/straight-forward-wealth-management-llc-rochester-nh-329055.md)) | 329055 | Rochester, NH | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Strategic Advisers LLC](https://advisorcensus.com/firm/strategic-advisers-llc-boston-ma-104555) ([md](https://advisorcensus.com/firm/strategic-advisers-llc-boston-ma-104555.md)) | 104555 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 49 | % of assets, Fixed fee, Other |
| [Strategic Capital Allocation Group, L.L.C.](https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922) ([md](https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922.md)) | 114922 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Fixed fee |
| [Strategic Planning Group, Inc.](https://advisorcensus.com/firm/strategic-planning-group-inc-wellesley-ma-124855) ([md](https://advisorcensus.com/firm/strategic-planning-group-inc-wellesley-ma-124855.md)) | 124855 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Street Smart Financial, LLC](https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422) ([md](https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422.md)) | 146422 | Lexington, MA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Summit Wealth Group LLC](https://advisorcensus.com/firm/summit-wealth-group-llc-exeter-nh-282205) ([md](https://advisorcensus.com/firm/summit-wealth-group-llc-exeter-nh-282205.md)) | 282205 | Exeter, NH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Sunflower Financial Planning, LLC](https://advisorcensus.com/firm/sunflower-financial-planning-llc-windham-nh-329654) ([md](https://advisorcensus.com/firm/sunflower-financial-planning-llc-windham-nh-329654.md)) | 329654 | Windham, NH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [SVB Wealth](https://advisorcensus.com/firm/svb-wealth-boston-ma-172832) ([md](https://advisorcensus.com/firm/svb-wealth-boston-ma-172832.md)) | 172832 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee |
| [SW Private Wealth, LLC](https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362) ([md](https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362.md)) | 289362 | Needham, MA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Takayoshi Wealth Management LLC](https://advisorcensus.com/firm/takayoshi-wealth-management-llc-newton-ma-340514) ([md](https://advisorcensus.com/firm/takayoshi-wealth-management-llc-newton-ma-340514.md)) | 340514 | Newton, MA | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Tanin, Tunc](https://advisorcensus.com/firm/tanin-tunc-cambridge-ma-170512) ([md](https://advisorcensus.com/firm/tanin-tunc-cambridge-ma-170512.md)) | 170512 | Cambridge, MA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [Tapparo Capital Management](https://advisorcensus.com/firm/tapparo-capital-management-topsfield-ma-128813) ([md](https://advisorcensus.com/firm/tapparo-capital-management-topsfield-ma-128813.md)) | 128813 | Topsfield, MA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Fixed fee |
| [TE Advisors LLC](https://advisorcensus.com/firm/te-advisors-llc-quincy-ma-336139) ([md](https://advisorcensus.com/firm/te-advisors-llc-quincy-ma-336139.md)) | 336139 | Quincy, MA | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Techgen Financial](https://advisorcensus.com/firm/techgen-financial-sharon-ma-151021) ([md](https://advisorcensus.com/firm/techgen-financial-sharon-ma-151021.md)) | 151021 | Sharon, MA | State-registered investment adviser | Not reported | 17 | % of assets, Hourly, Fixed fee |
| [TFC Financial Management Inc](https://advisorcensus.com/firm/tfc-financial-management-inc-boston-ma-105062) ([md](https://advisorcensus.com/firm/tfc-financial-management-inc-boston-ma-105062.md)) | 105062 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee |
| [TGA Capital Management](https://advisorcensus.com/firm/tga-capital-management-braintree-ma-131629) ([md](https://advisorcensus.com/firm/tga-capital-management-braintree-ma-131629.md)) | 131629 | Braintree, MA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Hourly, Fixed fee |
| [The Blue Oak Group, LLC](https://advisorcensus.com/firm/the-blue-oak-group-llc-boston-ma-291588) ([md](https://advisorcensus.com/firm/the-blue-oak-group-llc-boston-ma-291588.md)) | 291588 | Boston, MA | State-registered investment adviser | Not reported | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [The de Burlo Group, Inc.](https://advisorcensus.com/firm/the-de-burlo-group-inc-boston-ma-153435) ([md](https://advisorcensus.com/firm/the-de-burlo-group-inc-boston-ma-153435.md)) | 153435 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [The Patriot Financial Group, LLC](https://advisorcensus.com/firm/the-patriot-financial-group-llc-walpole-ma-172470) ([md](https://advisorcensus.com/firm/the-patriot-financial-group-llc-walpole-ma-172470.md)) | 172470 | Walpole, MA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [The Practical Planner](https://advisorcensus.com/firm/the-practical-planner-groton-ma-130601) ([md](https://advisorcensus.com/firm/the-practical-planner-groton-ma-130601.md)) | 130601 | Groton, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [The Watermill Group](https://advisorcensus.com/firm/the-watermill-group-boston-ma-163370) ([md](https://advisorcensus.com/firm/the-watermill-group-boston-ma-163370.md)) | 163370 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | Fixed fee, Performance fee, Other |
| [Three Bearings Fiduciary Advisors, Inc.](https://advisorcensus.com/firm/three-bearings-fiduciary-advisors-inc-hampton-nh-283926) ([md](https://advisorcensus.com/firm/three-bearings-fiduciary-advisors-inc-hampton-nh-283926.md)) | 283926 | Hampton, NH | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Tiger Bay Management, Inc.](https://advisorcensus.com/firm/tiger-bay-management-inc-portsmouth-nh-138213) ([md](https://advisorcensus.com/firm/tiger-bay-management-inc-portsmouth-nh-138213.md)) | 138213 | Portsmouth, NH | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee, Other |
| [Timbuktu Capital Management, LLC](https://advisorcensus.com/firm/timbuktu-capital-management-llc-boston-ma-131084) ([md](https://advisorcensus.com/firm/timbuktu-capital-management-llc-boston-ma-131084.md)) | 131084 | Boston, MA | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Timothy Charles Financial, LLC](https://advisorcensus.com/firm/timothy-charles-financial-llc-lynnfield-ma-287945) ([md](https://advisorcensus.com/firm/timothy-charles-financial-llc-lynnfield-ma-287945.md)) | 287945 | Lynnfield, MA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Titanium Advisors, LLC](https://advisorcensus.com/firm/titanium-advisors-llc-franklin-ma-153943) ([md](https://advisorcensus.com/firm/titanium-advisors-llc-franklin-ma-153943.md)) | 153943 | Franklin, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Tomasetti Investment Group, LLC](https://advisorcensus.com/firm/tomasetti-investment-group-llc-needham-ma-136442) ([md](https://advisorcensus.com/firm/tomasetti-investment-group-llc-needham-ma-136442.md)) | 136442 | Needham, MA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [TQM Wealth Partners](https://advisorcensus.com/firm/tqm-wealth-partners-marblehead-ma-282979) ([md](https://advisorcensus.com/firm/tqm-wealth-partners-marblehead-ma-282979.md)) | 282979 | Marblehead, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Trillium Asset Management](https://advisorcensus.com/firm/trillium-asset-management-boston-ma-110901) ([md](https://advisorcensus.com/firm/trillium-asset-management-boston-ma-110901.md)) | 110901 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee |
| [Triple Summit Advisors, LLC](https://advisorcensus.com/firm/triple-summit-advisors-llc-newton-ma-282764) ([md](https://advisorcensus.com/firm/triple-summit-advisors-llc-newton-ma-282764.md)) | 282764 | Newton, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Truehand Inc](https://advisorcensus.com/firm/truehand-inc-strafford-nh-323640) ([md](https://advisorcensus.com/firm/truehand-inc-strafford-nh-323640.md)) | 323640 | Strafford, NH | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [TSW Wealth Management](https://advisorcensus.com/firm/tsw-wealth-management-framingham-ma-125209) ([md](https://advisorcensus.com/firm/tsw-wealth-management-framingham-ma-125209.md)) | 125209 | Framingham, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Twelve Points Wealth Management](https://advisorcensus.com/firm/twelve-points-wealth-management-concord-ma-171107) ([md](https://advisorcensus.com/firm/twelve-points-wealth-management-concord-ma-171107.md)) | 171107 | Concord, MA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Twin Focus Capital Partners, LLC](https://advisorcensus.com/firm/twin-focus-capital-partners-llc-boston-ma-140522) ([md](https://advisorcensus.com/firm/twin-focus-capital-partners-llc-boston-ma-140522.md)) | 140522 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee, Performance fee |
| [Twin Gryphon Advisors LLC](https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264) ([md](https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264.md)) | 297264 | Marshfield, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [U. S. Boston Capital Corporation](https://advisorcensus.com/firm/u-s-boston-capital-corporation-lincoln-ma-5251) ([md](https://advisorcensus.com/firm/u-s-boston-capital-corporation-lincoln-ma-5251.md)) | 5251 | Lincoln, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [US Advisory Group](https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291) ([md](https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291.md)) | 109291 | Beverly, MA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Vincent Wealth Advisors LLC](https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759) ([md](https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759.md)) | 332759 | Norwell, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Vitale & Caputo Wealth Management LLC](https://advisorcensus.com/firm/vitale-and-caputo-wealth-management-llc-middleton-ma-289420) ([md](https://advisorcensus.com/firm/vitale-and-caputo-wealth-management-llc-middleton-ma-289420.md)) | 289420 | Middleton, MA | State-registered investment adviser | Not reported | 8 | % of assets, Fixed fee |
| [VON Blucher Capital LLC](https://advisorcensus.com/firm/von-blucher-capital-llc-arlington-ma-339837) ([md](https://advisorcensus.com/firm/von-blucher-capital-llc-arlington-ma-339837.md)) | 339837 | Arlington, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Wainwright Investment Counsel LLC](https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711) ([md](https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711.md)) | 108711 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee, Other |
| [Washington Trust Advisors](https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407) ([md](https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407.md)) | 110407 | Wellesley, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee |
| [Wealthmind Financial Planning](https://advisorcensus.com/firm/wealthmind-financial-planning-cambridge-ma-328126) ([md](https://advisorcensus.com/firm/wealthmind-financial-planning-cambridge-ma-328126.md)) | 328126 | Cambridge, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealthy Choices (R)](https://advisorcensus.com/firm/wealthy-choices-r-westwood-ma-134110) ([md](https://advisorcensus.com/firm/wealthy-choices-r-westwood-ma-134110.md)) | 134110 | Westwood, MA | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee, Other |
| [Welch & Forbes LLC](https://advisorcensus.com/firm/welch-and-forbes-llc-boston-ma-115119) ([md](https://advisorcensus.com/firm/welch-and-forbes-llc-boston-ma-115119.md)) | 115119 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Wellesley Hills Capital](https://advisorcensus.com/firm/wellesley-hills-capital-newton-ma-307068) ([md](https://advisorcensus.com/firm/wellesley-hills-capital-newton-ma-307068.md)) | 307068 | Newton, MA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [WELLFIN360](https://advisorcensus.com/firm/wellfin360-lynnfield-ma-329254) ([md](https://advisorcensus.com/firm/wellfin360-lynnfield-ma-329254.md)) | 329254 | Lynnfield, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wellington Management Company LLP](https://advisorcensus.com/firm/wellington-management-company-llp-boston-ma-106595) ([md](https://advisorcensus.com/firm/wellington-management-company-llp-boston-ma-106595.md)) | 106595 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 46 | % of assets, Fixed fee, Performance fee |
| [Wernau Asset Management](https://advisorcensus.com/firm/wernau-asset-management-gloucester-ma-129473) ([md](https://advisorcensus.com/firm/wernau-asset-management-gloucester-ma-129473.md)) | 129473 | Gloucester, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Westland Gate Capital, LLC](https://advisorcensus.com/firm/westland-gate-capital-llc-holliston-ma-173692) ([md](https://advisorcensus.com/firm/westland-gate-capital-llc-holliston-ma-173692.md)) | 173692 | Holliston, MA | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other |

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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.