# Fee-only financial advisors in Massachusetts

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/fee-only/page/4

## At a glance

- Investment advisory firms: 449
- Registration: SEC-registered investment adviser: 166, State-registered investment adviser: 283
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 449 (100%); Percentage of assets 398 (89%); Hourly charges 211 (47%); Subscription fees (newsletter or periodical) 6 (1%); Fixed fees 247 (55%)
- Regulatory assets under management (Item 5.F): Under $25 million 149 (33%); $25 million to $100 million 97 (22%); $100 million to $500 million 90 (20%); $500 million to $1 billion 24 (5%); $1 billion to $5 billion 32 (7%); Over $5 billion 12 (3%); Not reported 45 (10%)
- Years registered: Under 5 years 132 (29%); 5 to 9 years 86 (19%); 10 to 19 years 115 (26%); 20 years or more 116 (26%)

## Firms (page 4 of 9, 151 to 200 of 449, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Fiduciary Wealth Partners, LLC](https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696) ([md](https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696.md)) | 160696 | Newton Lower Falls, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Financial Focus Asset Management,inc.](https://advisorcensus.com/firm/financial-focus-asset-management-inc-plymouth-ma-128847) ([md](https://advisorcensus.com/firm/financial-focus-asset-management-inc-plymouth-ma-128847.md)) | 128847 | Plymouth, MA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Financial Solutions Associates](https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456) ([md](https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456.md)) | 111456 | Dedham, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Financial Solutions Associates](https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-130397) ([md](https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-130397.md)) | 130397 | Dedham, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Financial Strategies, LLC](https://advisorcensus.com/firm/financial-strategies-llc-165357) ([md](https://advisorcensus.com/firm/financial-strategies-llc-165357.md)) | 165357 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Financial Well-Being Advisors LLC](https://advisorcensus.com/firm/financial-well-being-advisors-llc-288203) ([md](https://advisorcensus.com/firm/financial-well-being-advisors-llc-288203.md)) | 288203 | Not reported, Not reported | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Finarc Investments, Inc.](https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571) ([md](https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571.md)) | 166571 | Norwood, MA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [First Step Financial](https://advisorcensus.com/firm/first-step-financial-338541) ([md](https://advisorcensus.com/firm/first-step-financial-338541.md)) | 338541 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Fisher Financial Strategies](https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411) ([md](https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411.md)) | 138411 | Cambridge, MA | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Flax Pond Capital, LLC](https://advisorcensus.com/firm/flax-pond-capital-llc-falmouth-ma-324332) ([md](https://advisorcensus.com/firm/flax-pond-capital-llc-falmouth-ma-324332.md)) | 324332 | Falmouth, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Florek Financial, LLC](https://advisorcensus.com/firm/florek-financial-llc-duxbury-ma-152235) ([md](https://advisorcensus.com/firm/florek-financial-llc-duxbury-ma-152235.md)) | 152235 | Duxbury, MA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Flying Point Financial, Inc.](https://advisorcensus.com/firm/flying-point-financial-inc-north-andover-ma-107915) ([md](https://advisorcensus.com/firm/flying-point-financial-inc-north-andover-ma-107915.md)) | 107915 | North Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Forsman Financial Services](https://advisorcensus.com/firm/forsman-financial-services-339523) ([md](https://advisorcensus.com/firm/forsman-financial-services-339523.md)) | 339523 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Foster Strategic Wealth Partners, LLC](https://advisorcensus.com/firm/foster-strategic-wealth-partners-llc-rehoboth-ma-338680) ([md](https://advisorcensus.com/firm/foster-strategic-wealth-partners-llc-rehoboth-ma-338680.md)) | 338680 | Rehoboth, MA | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Fourth Quarter Retirement Strategies, LLC](https://advisorcensus.com/firm/fourth-quarter-retirement-strategies-llc-307395) ([md](https://advisorcensus.com/firm/fourth-quarter-retirement-strategies-llc-307395.md)) | 307395 | Not reported, Not reported | State-registered investment adviser | Not reported | 6 | Fixed fee |
| [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 |
| [Foxglove Financial](https://advisorcensus.com/firm/foxglove-financial-318971) ([md](https://advisorcensus.com/firm/foxglove-financial-318971.md)) | 318971 | Not reported, Not reported | State-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Freeman Financial LLC](https://advisorcensus.com/firm/freeman-financial-llc-needham-ma-288904) ([md](https://advisorcensus.com/firm/freeman-financial-llc-needham-ma-288904.md)) | 288904 | Needham, MA | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Freya Financial Services](https://advisorcensus.com/firm/freya-financial-services-129263) ([md](https://advisorcensus.com/firm/freya-financial-services-129263.md)) | 129263 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Fixed 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 |
| [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 |
| [Gilbert Investment Management](https://advisorcensus.com/firm/gilbert-investment-management-boston-ma-290936) ([md](https://advisorcensus.com/firm/gilbert-investment-management-boston-ma-290936.md)) | 290936 | Boston, MA | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Girard Capital Management](https://advisorcensus.com/firm/girard-capital-management-westborough-ma-333846) ([md](https://advisorcensus.com/firm/girard-capital-management-westborough-ma-333846.md)) | 333846 | Westborough, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Global Delta Capital, LLC](https://advisorcensus.com/firm/global-delta-capital-llc-somerville-ma-324485) ([md](https://advisorcensus.com/firm/global-delta-capital-llc-somerville-ma-324485.md)) | 324485 | Somerville, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [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 |
| [Greenport Capital Advisors](https://advisorcensus.com/firm/greenport-capital-advisors-marlborough-ma-205511) ([md](https://advisorcensus.com/firm/greenport-capital-advisors-marlborough-ma-205511.md)) | 205511 | Marlborough, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [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 |
| [Gregory M Doherty, CPA](https://advisorcensus.com/firm/gregory-m-doherty-cpa-dedham-ma-129532) ([md](https://advisorcensus.com/firm/gregory-m-doherty-cpa-dedham-ma-129532.md)) | 129532 | Dedham, MA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [Growthfocus Wealth Management LLC](https://advisorcensus.com/firm/growthfocus-wealth-management-llc-307445) ([md](https://advisorcensus.com/firm/growthfocus-wealth-management-llc-307445.md)) | 307445 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [GSI Financials](https://advisorcensus.com/firm/gsi-financials-325689) ([md](https://advisorcensus.com/firm/gsi-financials-325689.md)) | 325689 | Not reported, Not reported | State-registered investment adviser | Not reported | 3 | % 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 & Grow LLC](https://advisorcensus.com/firm/harbor-and-grow-llc-343128) ([md](https://advisorcensus.com/firm/harbor-and-grow-llc-343128.md)) | 343128 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Harbor Island Capital LLC](https://advisorcensus.com/firm/harbor-island-capital-llc-topsfield-ma-107457) ([md](https://advisorcensus.com/firm/harbor-island-capital-llc-topsfield-ma-107457.md)) | 107457 | Topsfield, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Harbor Point Capital Management, LLC](https://advisorcensus.com/firm/harbor-point-capital-management-llc-woburn-ma-153753) ([md](https://advisorcensus.com/firm/harbor-point-capital-management-llc-woburn-ma-153753.md)) | 153753 | Woburn, MA | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Hark Financial Planning](https://advisorcensus.com/firm/hark-financial-planning-324693) ([md](https://advisorcensus.com/firm/hark-financial-planning-324693.md)) | 324693 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 3 | Hourly, Fixed fee |
| [Harry S. Bower, LLC](https://advisorcensus.com/firm/harry-s-bower-llc-140303) ([md](https://advisorcensus.com/firm/harry-s-bower-llc-140303.md)) | 140303 | Not reported, Not reported | State-registered investment adviser | Not reported | 14 | % of assets |
| [Harvard Square Financial Planning](https://advisorcensus.com/firm/harvard-square-financial-planning-166131) ([md](https://advisorcensus.com/firm/harvard-square-financial-planning-166131.md)) | 166131 | Not reported, Not reported | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [Harvest Capital Management, LLC](https://advisorcensus.com/firm/harvest-capital-management-llc-quincy-ma-172106) ([md](https://advisorcensus.com/firm/harvest-capital-management-llc-quincy-ma-172106.md)) | 172106 | Quincy, MA | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [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 |
| [Hennessy Financial Services](https://advisorcensus.com/firm/hennessy-financial-services-173578) ([md](https://advisorcensus.com/firm/hennessy-financial-services-173578.md)) | 173578 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Heritage House Asset Management](https://advisorcensus.com/firm/heritage-house-asset-management-boston-ma-125868) ([md](https://advisorcensus.com/firm/heritage-house-asset-management-boston-ma-125868.md)) | 125868 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly |
| [High Pines Wealth Management LLC](https://advisorcensus.com/firm/high-pines-wealth-management-llc-duxbury-ma-285191) ([md](https://advisorcensus.com/firm/high-pines-wealth-management-llc-duxbury-ma-285191.md)) | 285191 | Duxbury, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |

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## Questions people ask

**How many financial advisory firms are there in Massachusetts?**
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.

**How many fee-only financial advisors are in Massachusetts?**
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.

**How many financial advisors in Massachusetts offer financial planning?**
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.

**Are the financial advisors in Massachusetts 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 449 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.

## Related pages

- [Financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma) (https://advisorcensus.com/advisors/ma.md)
- [Flat-fee financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma/flat-fee) (https://advisorcensus.com/advisors/ma/flat-fee.md)
- [Hourly financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma/hourly) (https://advisorcensus.com/advisors/ma/hourly.md)
- [Fee-only financial advisors in Boston, MA](https://advisorcensus.com/advisors/ma/boston/fee-only) (https://advisorcensus.com/advisors/ma/boston/fee-only.md)
- [Fee-only financial advisors in Barnstable Town, MA](https://advisorcensus.com/advisors/ma/barnstable-town/fee-only) (https://advisorcensus.com/advisors/ma/barnstable-town/fee-only.md)
- [Fee-only financial advisors in Worcester, MA](https://advisorcensus.com/advisors/ma/worcester/fee-only) (https://advisorcensus.com/advisors/ma/worcester/fee-only.md)
- [Fee-only financial advisors in Pittsfield, MA](https://advisorcensus.com/advisors/ma/pittsfield/fee-only) (https://advisorcensus.com/advisors/ma/pittsfield/fee-only.md)
- [Fee-only financial advisors in Springfield, MA](https://advisorcensus.com/advisors/ma/springfield/fee-only) (https://advisorcensus.com/advisors/ma/springfield/fee-only.md)
- [Fee-only financial advisors in Amherst Town, MA](https://advisorcensus.com/advisors/ma/amherst-town/fee-only) (https://advisorcensus.com/advisors/ma/amherst-town/fee-only.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Massachusetts: 449 firms from Form ADV filings as of October 2026.