# Hourly financial advisors in Boston, MA

> Find financial advisors in Boston, MA who charge by the hour. AdvisorCensus lists 296 investment advisory firms with a principal office in the Boston metro area that report hourly charges among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/boston/hourly/page/5

## At a glance

- Investment advisory firms: 296
- Registration: SEC-registered investment adviser: 149, State-registered investment adviser: 147
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 134 (45%); Percentage of assets 258 (87%); Hourly charges 296 (100%); Subscription fees (newsletter or periodical) 4 (1%); Fixed fees 251 (85%); Commissions 20 (7%); Performance-based fees 10 (3%); Other 31 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 48 (16%); $25 million to $100 million 62 (21%); $100 million to $500 million 77 (26%); $500 million to $1 billion 30 (10%); $1 billion to $5 billion 29 (10%); Over $5 billion 13 (4%); Not reported 37 (13%)
- Years registered: Under 5 years 75 (25%); 5 to 9 years 59 (20%); 10 to 19 years 83 (28%); 20 years or more 79 (27%)

## Firms (page 5 of 6, 201 to 250 of 296, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Peak Financial Management Inc](https://advisorcensus.com/firm/peak-financial-management-inc-wellesley-ma-110559) ([md](https://advisorcensus.com/firm/peak-financial-management-inc-wellesley-ma-110559.md)) | 110559 | Wellesley, MA | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Hourly |
| [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 |
| [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 |
| [Pinney & Scofield, Inc.](https://advisorcensus.com/firm/pinney-and-scofield-inc-cambridge-ma-105365) ([md](https://advisorcensus.com/firm/pinney-and-scofield-inc-cambridge-ma-105365.md)) | 105365 | Cambridge, MA | SEC-registered investment adviser | $500 million to $1 billion | 41 | % of assets, Hourly |
| [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 |
| [Polaris Investment Advisors, LLC](https://advisorcensus.com/firm/polaris-investment-advisors-llc-framingham-ma-324093) ([md](https://advisorcensus.com/firm/polaris-investment-advisors-llc-framingham-ma-324093.md)) | 324093 | Framingham, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [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 |
| [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 |
| [Radius Wealth Management, Inc.](https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159) ([md](https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159.md)) | 168159 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Rakatansky Financial LLC](https://advisorcensus.com/firm/rakatansky-financial-llc-subudry-ma-335560) ([md](https://advisorcensus.com/firm/rakatansky-financial-llc-subudry-ma-335560.md)) | 335560 | Subudry, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Retirement Resources Investment Corporation](https://advisorcensus.com/firm/retirement-resources-investment-corporation-andover-ma-47723) ([md](https://advisorcensus.com/firm/retirement-resources-investment-corporation-andover-ma-47723.md)) | 47723 | Andover, MA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly |
| [Revolution Capital, Inc](https://advisorcensus.com/firm/revolution-capital-inc-boston-ma-132041) ([md](https://advisorcensus.com/firm/revolution-capital-inc-boston-ma-132041.md)) | 132041 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [RF&L Wealth Management, LLC](https://advisorcensus.com/firm/rf-and-l-wealth-management-llc-acton-ma-140210) ([md](https://advisorcensus.com/firm/rf-and-l-wealth-management-llc-acton-ma-140210.md)) | 140210 | Acton, MA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Rheeco, Inc.](https://advisorcensus.com/firm/rheeco-inc-natick-ma-301106) ([md](https://advisorcensus.com/firm/rheeco-inc-natick-ma-301106.md)) | 301106 | Natick, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Rhotopia Financial Advisors](https://advisorcensus.com/firm/rhotopia-financial-advisors-milton-ma-330618) ([md](https://advisorcensus.com/firm/rhotopia-financial-advisors-milton-ma-330618.md)) | 330618 | Milton, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Richardson Financial Services](https://advisorcensus.com/firm/richardson-financial-services-medway-ma-130715) ([md](https://advisorcensus.com/firm/richardson-financial-services-medway-ma-130715.md)) | 130715 | Medway, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Risen Phoenix Capital Advisers, LLC](https://advisorcensus.com/firm/risen-phoenix-capital-advisers-llc-malden-ma-337648) ([md](https://advisorcensus.com/firm/risen-phoenix-capital-advisers-llc-malden-ma-337648.md)) | 337648 | Malden, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Rivermax Financial Planning LLC](https://advisorcensus.com/firm/rivermax-financial-planning-llc-boston-ma-340438) ([md](https://advisorcensus.com/firm/rivermax-financial-planning-llc-boston-ma-340438.md)) | 340438 | Boston, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Riverview Capital Advisers LLC](https://advisorcensus.com/firm/riverview-capital-advisers-llc-boston-ma-140377) ([md](https://advisorcensus.com/firm/riverview-capital-advisers-llc-boston-ma-140377.md)) | 140377 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, Fixed fee, Other |
| [Rocky Hill Advisors Inc.](https://advisorcensus.com/firm/rocky-hill-advisors-inc-peabody-ma-123242) ([md](https://advisorcensus.com/firm/rocky-hill-advisors-inc-peabody-ma-123242.md)) | 123242 | Peabody, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [RPG Family Wealth Advisory, LLC](https://advisorcensus.com/firm/rpg-family-wealth-advisory-llc-burlington-ma-158528) ([md](https://advisorcensus.com/firm/rpg-family-wealth-advisory-llc-burlington-ma-158528.md)) | 158528 | Burlington, MA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly, Fixed fee |
| [RSI Advisors](https://advisorcensus.com/firm/rsi-advisors-dover-nh-283721) ([md](https://advisorcensus.com/firm/rsi-advisors-dover-nh-283721.md)) | 283721 | Dover, NH | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [RWA Wealth Partners](https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984) ([md](https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984.md)) | 156984 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Sagamore Wealth Management, LLC](https://advisorcensus.com/firm/sagamore-wealth-management-llc-woburn-ma-156447) ([md](https://advisorcensus.com/firm/sagamore-wealth-management-llc-woburn-ma-156447.md)) | 156447 | Woburn, MA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [Saltbox Financial LLC](https://advisorcensus.com/firm/saltbox-financial-llc-portsmouth-nh-130882) ([md](https://advisorcensus.com/firm/saltbox-financial-llc-portsmouth-nh-130882.md)) | 130882 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Other |
| [Sandy Cove Advisors, LLC](https://advisorcensus.com/firm/sandy-cove-advisors-llc-hingham-ma-152482) ([md](https://advisorcensus.com/firm/sandy-cove-advisors-llc-hingham-ma-152482.md)) | 152482 | Hingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Seaport Financial Planning, LLC](https://advisorcensus.com/firm/seaport-financial-planning-llc-rye-nh-149874) ([md](https://advisorcensus.com/firm/seaport-financial-planning-llc-rye-nh-149874.md)) | 149874 | Rye, NH | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Secure Planning](https://advisorcensus.com/firm/secure-planning-portsmouth-nh-42179) ([md](https://advisorcensus.com/firm/secure-planning-portsmouth-nh-42179.md)) | 42179 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Hourly, Fixed fee, Commissions |
| [Sentinel Pension Advisors, LLC.](https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901) ([md](https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901.md)) | 109901 | Wakefield, MA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Hourly, Fixed fee, Other |
| [Sequentis Capital LLC](https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533) ([md](https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533.md)) | 298533 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Sheltered Garden Financial Group LLC](https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217) ([md](https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217.md)) | 335217 | Boxborough, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Shepherd Financial Partners, LLC](https://advisorcensus.com/firm/shepherd-financial-partners-llc-winchester-ma-169093) ([md](https://advisorcensus.com/firm/shepherd-financial-partners-llc-winchester-ma-169093.md)) | 169093 | Winchester, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Sherr Financial Associates](https://advisorcensus.com/firm/sherr-financial-associates-danvers-ma-128589) ([md](https://advisorcensus.com/firm/sherr-financial-associates-danvers-ma-128589.md)) | 128589 | Danvers, MA | State-registered investment adviser | Not reported | 32 | Hourly, Fixed fee, Commissions |
| [SHP Wealth Management, LLC](https://advisorcensus.com/firm/shp-wealth-management-llc-plymouth-ma-174697) ([md](https://advisorcensus.com/firm/shp-wealth-management-llc-plymouth-ma-174697.md)) | 174697 | Plymouth, MA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Other |
| [Signal Ridge Capital Partners, LLC](https://advisorcensus.com/firm/signal-ridge-capital-partners-llc-framingham-ma-167576) ([md](https://advisorcensus.com/firm/signal-ridge-capital-partners-llc-framingham-ma-167576.md)) | 167576 | Framingham, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Single Track Financial, Inc.](https://advisorcensus.com/firm/single-track-financial-inc-woburn-ma-127318) ([md](https://advisorcensus.com/firm/single-track-financial-inc-woburn-ma-127318.md)) | 127318 | Woburn, MA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [Smith W B & Co Inc](https://advisorcensus.com/firm/smith-w-b-and-co-inc-manchester-ma-105917) ([md](https://advisorcensus.com/firm/smith-w-b-and-co-inc-manchester-ma-105917.md)) | 105917 | Manchester, MA | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets, Hourly, Fixed fee |
| [Snug Harbor Capital Management, LLC](https://advisorcensus.com/firm/snug-harbor-capital-management-llc-green-harbor-ma-133453) ([md](https://advisorcensus.com/firm/snug-harbor-capital-management-llc-green-harbor-ma-133453.md)) | 133453 | Green Harbor, MA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Sooner Private Financial LLC](https://advisorcensus.com/firm/sooner-private-financial-llc-salem-nh-340648) ([md](https://advisorcensus.com/firm/sooner-private-financial-llc-salem-nh-340648.md)) | 340648 | Salem, NH | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Sound View Financial Advisors](https://advisorcensus.com/firm/sound-view-financial-advisors-walpole-ma-154732) ([md](https://advisorcensus.com/firm/sound-view-financial-advisors-walpole-ma-154732.md)) | 154732 | Walpole, MA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Statera Financial, LLC](https://advisorcensus.com/firm/statera-financial-llc-walpole-ma-304957) ([md](https://advisorcensus.com/firm/statera-financial-llc-walpole-ma-304957.md)) | 304957 | Walpole, MA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Steele Street Capital LLC](https://advisorcensus.com/firm/steele-street-capital-llc-portsmouth-nh-331520) ([md](https://advisorcensus.com/firm/steele-street-capital-llc-portsmouth-nh-331520.md)) | 331520 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Stein Financial Advisory](https://advisorcensus.com/firm/stein-financial-advisory-brookline-ma-333941) ([md](https://advisorcensus.com/firm/stein-financial-advisory-brookline-ma-333941.md)) | 333941 | Brookline, MA | State-registered investment adviser | Not reported | 1 | Hourly |
| [Stonehearth Capital Management](https://advisorcensus.com/firm/stonehearth-capital-management-danvers-ma-128866) ([md](https://advisorcensus.com/firm/stonehearth-capital-management-danvers-ma-128866.md)) | 128866 | Danvers, MA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly |

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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 Woburn, MA](https://advisorcensus.com/advisors/ma/boston/woburn) (https://advisorcensus.com/advisors/ma/boston/woburn.md)
- [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. Hourly financial advisors in Boston, MA: 296 firms from Form ADV filings as of October 2026.