{ "path": "/advisors/ma/fee-only", "url": "https://advisorcensus.com/advisors/ma/fee-only/page/5", "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": 5, "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": 342919, "name": "Hirst Financial Independence Planning, Inc.", "name_as_filed": "HIRST FINANCIAL INDEPENDENCE PLANNING, INC.", "url": "https://advisorcensus.com/firm/hirst-financial-independence-planning-inc-fall-river-ma-342919", "city": "Fall River", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117077, "name": "Holder & Company, Inc.", "name_as_filed": "HOLDER & COMPANY, INC.", "url": "https://advisorcensus.com/firm/holder-and-company-inc-117077", "city": null, "state": null, "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332028, "name": "Holistic Capital", "name_as_filed": "HOLISTIC CAPITAL", "url": "https://advisorcensus.com/firm/holistic-capital-boston-ma-332028", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 324132, "name": "Holistic Financial Planning LLC", "name_as_filed": "HOLISTIC FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/holistic-financial-planning-llc-324132", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288975, "name": "Holistic View Financial, LLC", "name_as_filed": "HOLISTIC VIEW FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/holistic-view-financial-llc-288975", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123920, "name": "Holmes Investment Management, Inc.", "name_as_filed": "HOLMES INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/holmes-investment-management-inc-brockton-ma-123920", "city": "Brockton", "state": "MA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310023, "name": "Hoyt Wealth Management", "name_as_filed": "HOYT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hoyt-wealth-management-310023", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122816, "name": "Icapital, LLC", "name_as_filed": "ICAPITAL, LLC", "url": "https://advisorcensus.com/firm/icapital-llc-boston-ma-122816", "city": "Boston", "state": "MA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331776, "name": "Infinite Summer Financial Planning", "name_as_filed": "INFINITE SUMMER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/infinite-summer-financial-planning-331776", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165125, "name": "Insight Financial Strategists", "name_as_filed": "INSIGHT FINANCIAL STRATEGISTS", "url": "https://advisorcensus.com/firm/insight-financial-strategists-newton-ma-165125", "city": "Newton", "state": "MA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 322946, "name": "Investegrity", "name_as_filed": "INVESTEGRITY", "url": "https://advisorcensus.com/firm/investegrity-322946", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129456, "name": "Investment Management Trust, LLC", "name_as_filed": "INVESTMENT MANAGEMENT TRUST, LLC", "url": "https://advisorcensus.com/firm/investment-management-trust-llc-fitchburg-ma-129456", "city": "Fitchburg", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128722, "name": "Investor Resources Inc", "name_as_filed": "INVESTOR RESOURCES INC", "url": "https://advisorcensus.com/firm/investor-resources-inc-128722", "city": null, "state": null, "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106625, "name": "Ipswich Investment Management Company, Inc", "name_as_filed": "IPSWICH INVESTMENT MANAGEMENT COMPANY, INC", "url": "https://advisorcensus.com/firm/ipswich-investment-management-company-inc-beverly-ma-106625", "city": "Beverly", "state": "MA", "years_registered": 40, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107422, "name": "J.M. Forbes & Co. LLP", "name_as_filed": "J.M. FORBES & CO. LLP", "url": "https://advisorcensus.com/firm/j-m-forbes-and-co-llp-boston-ma-107422", "city": "Boston", "state": "MA", "years_registered": 66, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144364, "name": "J.P. Marvel Wealth Management, Inc.", "name_as_filed": "J.P. MARVEL WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/j-p-marvel-wealth-management-inc-boston-ma-144364", "city": "Boston", "state": "MA", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126621, "name": "James D. Maxon Financial Advisors, LLC", "name_as_filed": "JAMES D. MAXON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/james-d-maxon-financial-advisors-llc-126621", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167038, "name": "JSK Capital Advisors, LLC", "name_as_filed": "JSK CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jsk-capital-advisors-llc-waltham-ma-167038", "city": "Waltham", "state": "MA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324593, "name": "Just Wealth LLC", "name_as_filed": "JUST WEALTH LLC", "url": "https://advisorcensus.com/firm/just-wealth-llc-pittsfield-ma-324593", "city": "Pittsfield", "state": "MA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 226520, "name": "Kastel Capital Advisors, LLC", "name_as_filed": "KASTEL CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kastel-capital-advisors-llc-wellesley-ma-226520", "city": "Wellesley", "state": "MA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334409, "name": "KCM", "name_as_filed": "KCM", "url": "https://advisorcensus.com/firm/kcm-boston-ma-334409", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343945, "name": "Kearing Capital LLC", "name_as_filed": "KEARING CAPITAL LLC", "url": "https://advisorcensus.com/firm/kearing-capital-llc-343945", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304040, "name": "Kearney-Burch Financial Services, Inc.", "name_as_filed": "KEARNEY-BURCH FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/kearney-burch-financial-services-inc-bolton-ma-304040", "city": "Bolton", "state": "MA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113901, "name": "Kendall Wealth LLC", "name_as_filed": "KENDALL WEALTH LLC", "url": "https://advisorcensus.com/firm/kendall-wealth-llc-cambridge-ma-113901", "city": "Cambridge", "state": "MA", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117334, "name": "Knightsbridge Advisors, Inc.", "name_as_filed": "KNIGHTSBRIDGE ADVISORS, INC.", "url": "https://advisorcensus.com/firm/knightsbridge-advisors-inc-cohasset-ma-117334", "city": "Cohasset", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126869, "name": "Kraematon Investment Advisors, Inc.", "name_as_filed": "KRAEMATON INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/kraematon-investment-advisors-inc-braintree-ma-126869", "city": "Braintree", "state": "MA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333285, "name": "KSQ Financial Services LLC", "name_as_filed": "KSQ FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/ksq-financial-services-llc-333285", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 293434, "name": "L M Franks Capital", "name_as_filed": "L M FRANKS CAPITAL", "url": "https://advisorcensus.com/firm/l-m-franks-capital-293434", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130483, "name": "L. B. Eddy", "name_as_filed": "L. B. EDDY", "url": "https://advisorcensus.com/firm/l-b-eddy-130483", "city": null, "state": null, "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129389, "name": "Laflam and Haggerty Investment Advisers Corp.", "name_as_filed": "LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP.", "url": "https://advisorcensus.com/firm/laflam-and-haggerty-investment-advisers-corp-129389", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129440, "name": "Langley Financial, LLC", "name_as_filed": "LANGLEY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/langley-financial-llc-edgartown-ma-129440", "city": "Edgartown", "state": "MA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 175223, "name": "Larchmont Wealth Advisors", "name_as_filed": "LARCHMONT WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/larchmont-wealth-advisors-lunenburg-ma-175223", "city": "Lunenburg", "state": "MA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307327, "name": "Launch Financial Planning", "name_as_filed": "LAUNCH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/launch-financial-planning-andover-ma-307327", "city": "Andover", "state": "MA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 340995, "name": "Lavoie Wealth Advisors LLC", "name_as_filed": "LAVOIE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/lavoie-wealth-advisors-llc-340995", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338407, "name": "LCW Planning and Investments, LLC", "name_as_filed": "LCW PLANNING AND INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/lcw-planning-and-investments-llc-lawrence-ma-338407", "city": "Lawrence", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125279, "name": "Lebed Asset Management LLC", "name_as_filed": "LEBED ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lebed-asset-management-llc-boston-ma-125279", "city": "Boston", "state": "MA", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129181, "name": "Lechner Associates", "name_as_filed": "LECHNER ASSOCIATES", "url": "https://advisorcensus.com/firm/lechner-associates-north-attleboro-ma-129181", "city": "North Attleboro", "state": "MA", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312557, "name": "Leeward Investments", "name_as_filed": "LEEWARD INVESTMENTS", "url": "https://advisorcensus.com/firm/leeward-investments-boston-ma-312557", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109927, "name": "Lenk Ladner Investment Solutions LLC", "name_as_filed": "LENK LADNER INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/lenk-ladner-investment-solutions-llc-osterville-ma-109927", "city": "Osterville", "state": "MA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132182, "name": "Lennox Financial", "name_as_filed": "LENNOX FINANCIAL", "url": "https://advisorcensus.com/firm/lennox-financial-swampscott-ma-132182", "city": "Swampscott", "state": "MA", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287811, "name": "Levatus LLC", "name_as_filed": "LEVATUS LLC", "url": "https://advisorcensus.com/firm/levatus-llc-boston-ma-287811", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299507, "name": "Leverage Financial Advisory", "name_as_filed": "LEVERAGE FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/leverage-financial-advisory-wilmington-ma-299507", "city": "Wilmington", "state": "MA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 133236, "name": "Levin Financial Planning", "name_as_filed": "LEVIN FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/levin-financial-planning-133236", "city": null, "state": null, "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 111403, "name": "Lincoln Management", "name_as_filed": "LINCOLN MANAGEMENT", "url": "https://advisorcensus.com/firm/lincoln-management-groton-ma-111403", "city": "Groton", "state": "MA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290070, "name": "Little House Capital, LLC", "name_as_filed": "LITTLE HOUSE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070", "city": "Braintree", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105351, "name": "LMC Investments, Inc.", "name_as_filed": "LMC INVESTMENTS, INC.", "url": 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