{ "path": "/advisors/ma/fee-only", "url": "https://advisorcensus.com/advisors/ma/fee-only/page/4", "page_type": "state_fee", "title": "Fee-only financial advisors in Massachusetts", "filters": {}, "scope_total": 449, "faq": [ { "q": "How many financial advisory firms are there in Massachusetts?", "a": "AdvisorCensus lists 1,422 investment advisory firms with a principal office in Massachusetts, from Form ADV filings as of October 2026: 638 SEC-registered, 508 state-registered, and 276 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Massachusetts?", "a": "449 of the 1,422 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." }, { "q": "How many financial advisors in Massachusetts offer financial planning?", "a": "584 of the 1,146 firms in Massachusetts 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." }, { "q": "Are the financial advisors in Massachusetts fiduciaries?", "a": "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 449 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Massachusetts who are paid only by client fees. AdvisorCensus lists 449 investment advisory firms with a principal office in Massachusetts that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, 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.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Massachusetts: 449 firms from Form ADV filings as of October 2026.", "total_firms": 449, "page": 4, "total_pages": 9, "sort": "name", "registration_types": { "sec": 166, "state": 283, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 449 }, { "code": "percentage_of_aum", "count": 398 }, { "code": "hourly", "count": 211 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 247 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 132 }, { "code": "5_to_9", "count": 86 }, { "code": "10_to_19", "count": 115 }, { "code": "20_plus", "count": 116 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 149 }, { "code": "25m_100m", "count": 97 }, { "code": "100m_500m", "count": 90 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 32 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 45 } ], "firms": [ { "crd_number": 160696, "name": "Fiduciary Wealth Partners, LLC", "name_as_filed": "FIDUCIARY WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696", "city": "Newton Lower Falls", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128847, "name": "Financial Focus Asset Management,inc.", "name_as_filed": "FINANCIAL FOCUS ASSET MANAGEMENT,INC.", "url": "https://advisorcensus.com/firm/financial-focus-asset-management-inc-plymouth-ma-128847", "city": "Plymouth", "state": "MA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111456, "name": "Financial Solutions Associates", "name_as_filed": "FINANCIAL SOLUTIONS ASSOCIATES", "url": "https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456", "city": "Dedham", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130397, "name": "Financial Solutions Associates", "name_as_filed": "FINANCIAL SOLUTIONS ASSOCIATES", "url": "https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-130397", "city": "Dedham", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165357, "name": "Financial Strategies, LLC", "name_as_filed": "FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/financial-strategies-llc-165357", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288203, "name": "Financial Well-Being Advisors LLC", "name_as_filed": "FINANCIAL WELL-BEING ADVISORS LLC", "url": "https://advisorcensus.com/firm/financial-well-being-advisors-llc-288203", "city": null, "state": null, "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166571, "name": "Finarc Investments, Inc.", "name_as_filed": "FINARC INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571", "city": "Norwood", "state": "MA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338541, "name": "First Step Financial", "name_as_filed": "FIRST STEP FINANCIAL", "url": "https://advisorcensus.com/firm/first-step-financial-338541", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138411, "name": "Fisher Financial Strategies", "name_as_filed": "FISHER FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411", "city": "Cambridge", "state": "MA", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324332, "name": "Flax Pond Capital, LLC", "name_as_filed": "FLAX POND CAPITAL, LLC", "url": "https://advisorcensus.com/firm/flax-pond-capital-llc-falmouth-ma-324332", "city": "Falmouth", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152235, "name": "Florek Financial, LLC", "name_as_filed": "FLOREK FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/florek-financial-llc-duxbury-ma-152235", "city": "Duxbury", "state": "MA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107915, "name": "Flying Point Financial, Inc.", "name_as_filed": "FLYING POINT FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/flying-point-financial-inc-north-andover-ma-107915", "city": "North Andover", "state": "MA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339523, "name": "Forsman Financial Services", "name_as_filed": "FORSMAN FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/forsman-financial-services-339523", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338680, "name": "Foster Strategic Wealth Partners, LLC", "name_as_filed": "FOSTER STRATEGIC WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/foster-strategic-wealth-partners-llc-rehoboth-ma-338680", "city": "Rehoboth", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307395, "name": "Fourth Quarter Retirement Strategies, LLC", "name_as_filed": "FOURTH QUARTER RETIREMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/fourth-quarter-retirement-strategies-llc-307395", "city": null, "state": null, "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 321881, "name": "Fox Hill Wealth Management", "name_as_filed": "FOX HILL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fox-hill-wealth-management-dedham-ma-321881", "city": "Dedham", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318971, "name": "Foxglove Financial", "name_as_filed": "FOXGLOVE FINANCIAL", "url": "https://advisorcensus.com/firm/foxglove-financial-318971", "city": null, "state": null, "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288904, "name": "Freeman Financial LLC", "name_as_filed": "FREEMAN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/freeman-financial-llc-needham-ma-288904", "city": "Needham", "state": "MA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129263, "name": "Freya Financial Services", "name_as_filed": "FREYA FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/freya-financial-services-129263", "city": null, "state": null, "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309835, "name": "Full Life Financial Planning", "name_as_filed": "FULL LIFE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/full-life-financial-planning-hanover-ma-309835", "city": "Hanover", "state": "MA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286192, "name": "Gardiner Financial, Inc.", "name_as_filed": "GARDINER FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/gardiner-financial-inc-wellesley-hills-ma-286192", "city": "Wellesley Hills", "state": "MA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115504, "name": "Geode Capital Management, LLC", "name_as_filed": "GEODE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/geode-capital-management-llc-boston-ma-115504", "city": "Boston", "state": "MA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290936, "name": "Gilbert Investment Management", "name_as_filed": "GILBERT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/gilbert-investment-management-boston-ma-290936", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333846, "name": "Girard Capital Management", "name_as_filed": "GIRARD CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/girard-capital-management-westborough-ma-333846", "city": "Westborough", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324485, "name": "Global Delta Capital, LLC", "name_as_filed": "GLOBAL DELTA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/global-delta-capital-llc-somerville-ma-324485", "city": "Somerville", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128643, "name": "Goodman Asset Management, Inc.", "name_as_filed": "GOODMAN ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/goodman-asset-management-inc-framingham-ma-128643", "city": "Framingham", "state": "MA", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128727, "name": "Gorman Financial Management", "name_as_filed": "GORMAN FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/gorman-financial-management-norwell-ma-128727", "city": "Norwell", "state": "MA", "years_registered": 32, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161019, "name": "Gosselin Consulting Group LLC", "name_as_filed": "GOSSELIN CONSULTING GROUP LLC", "url": "https://advisorcensus.com/firm/gosselin-consulting-group-llc-braintree-ma-161019", "city": "Braintree", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309868, "name": "Granite Wealth Management LLC", "name_as_filed": "GRANITE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/granite-wealth-management-llc-plymouth-ma-309868", "city": "Plymouth", "state": "MA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128547, "name": "Gray Private Wealth, LLC", "name_as_filed": "GRAY PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/gray-private-wealth-llc-canton-ma-128547", "city": "Canton", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147082, "name": "Great Point Wealth Advisors, LLC", "name_as_filed": "GREAT POINT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/great-point-wealth-advisors-llc-boston-ma-147082", "city": "Boston", "state": "MA", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 205511, "name": "Greenport Capital Advisors", "name_as_filed": "GREENPORT CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/greenport-capital-advisors-marlborough-ma-205511", "city": "Marlborough", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168353, "name": "Greenway Financial Advisors LLC", "name_as_filed": "GREENWAY FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/greenway-financial-advisors-llc-burlington-ma-168353", "city": "Burlington", "state": "MA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129532, "name": "Gregory M Doherty, CPA", "name_as_filed": "GREGORY M DOHERTY, CPA", "url": "https://advisorcensus.com/firm/gregory-m-doherty-cpa-dedham-ma-129532", "city": "Dedham", "state": "MA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307445, "name": "Growthfocus Wealth Management LLC", "name_as_filed": "GROWTHFOCUS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/growthfocus-wealth-management-llc-307445", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325689, "name": "GSI Financials", "name_as_filed": "GSI FINANCIALS", "url": "https://advisorcensus.com/firm/gsi-financials-325689", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139908, "name": "Hanover Strategic Management, LLC", "name_as_filed": "HANOVER STRATEGIC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hanover-strategic-management-llc-wellesley-ma-139908", "city": "Wellesley", "state": "MA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343128, "name": "Harbor & Grow LLC", "name_as_filed": "HARBOR & GROW LLC", "url": "https://advisorcensus.com/firm/harbor-and-grow-llc-343128", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107457, "name": "Harbor Island Capital LLC", "name_as_filed": "HARBOR ISLAND CAPITAL LLC", "url": "https://advisorcensus.com/firm/harbor-island-capital-llc-topsfield-ma-107457", "city": "Topsfield", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153753, "name": "Harbor Point Capital Management, LLC", "name_as_filed": "HARBOR POINT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/harbor-point-capital-management-llc-woburn-ma-153753", "city": "Woburn", "state": "MA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324693, "name": "Hark Financial Planning", "name_as_filed": "HARK FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/hark-financial-planning-324693", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140303, "name": "Harry S. Bower, LLC", "name_as_filed": "HARRY S. 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