# Fee-only financial advisors in Massachusetts

> 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, 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/fee-only/page/9

## 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 9 of 9, 401 to 449 of 449, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Successful Money Strategies Inc](https://advisorcensus.com/firm/successful-money-strategies-inc-fall-river-ma-109829) ([md](https://advisorcensus.com/firm/successful-money-strategies-inc-fall-river-ma-109829.md)) | 109829 | Fall River, MA | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Fixed fee |
| [Sustainable Investment Partners LLC](https://advisorcensus.com/firm/sustainable-investment-partners-llc-327458) ([md](https://advisorcensus.com/firm/sustainable-investment-partners-llc-327458.md)) | 327458 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Sweetmoney](https://advisorcensus.com/firm/sweetmoney-bernardston-ma-174075) ([md](https://advisorcensus.com/firm/sweetmoney-bernardston-ma-174075.md)) | 174075 | Bernardston, MA | State-registered investment adviser | Not reported | 11 | Hourly |
| [Tailwind Financial LLC](https://advisorcensus.com/firm/tailwind-financial-llc-southwick-ma-333725) ([md](https://advisorcensus.com/firm/tailwind-financial-llc-southwick-ma-333725.md)) | 333725 | Southwick, MA | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [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 |
| [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 |
| [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 |
| [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 Family Financial Group](https://advisorcensus.com/firm/the-family-financial-group-newton-centre-ma-318908) ([md](https://advisorcensus.com/firm/the-family-financial-group-newton-centre-ma-318908.md)) | 318908 | Newton Centre, MA | State-registered investment adviser | Not reported | 3 | Hourly |
| [The Montgomery Financial Group, Inc.](https://advisorcensus.com/firm/the-montgomery-financial-group-inc-orleans-ma-140782) ([md](https://advisorcensus.com/firm/the-montgomery-financial-group-inc-orleans-ma-140782.md)) | 140782 | Orleans, MA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly |
| [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 |
| [Think Ahead Financial Planning](https://advisorcensus.com/firm/think-ahead-financial-planning-337295) ([md](https://advisorcensus.com/firm/think-ahead-financial-planning-337295.md)) | 337295 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Thrive Investments, LLC](https://advisorcensus.com/firm/thrive-investments-llc-321608) ([md](https://advisorcensus.com/firm/thrive-investments-llc-321608.md)) | 321608 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Thurston Hall Investment Research, LLC](https://advisorcensus.com/firm/thurston-hall-investment-research-llc-newton-ma-136700) ([md](https://advisorcensus.com/firm/thurston-hall-investment-research-llc-newton-ma-136700.md)) | 136700 | Newton, MA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Timber Creek Capital Management, LLC](https://advisorcensus.com/firm/timber-creek-capital-management-llc-boston-ma-146220) ([md](https://advisorcensus.com/firm/timber-creek-capital-management-llc-boston-ma-146220.md)) | 146220 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [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 |
| [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 |
| [Traub Capital Management](https://advisorcensus.com/firm/traub-capital-management-needham-ma-136851) ([md](https://advisorcensus.com/firm/traub-capital-management-needham-ma-136851.md)) | 136851 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly |
| [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 |
| [Trilogy Advisors](https://advisorcensus.com/firm/trilogy-advisors-319519) ([md](https://advisorcensus.com/firm/trilogy-advisors-319519.md)) | 319519 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Tyler Street Capital](https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011) ([md](https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011.md)) | 340011 | Plymouth, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [USA Mutuals Advisors, Inc.](https://advisorcensus.com/firm/usa-mutuals-advisors-inc-concord-ma-131750) ([md](https://advisorcensus.com/firm/usa-mutuals-advisors-inc-concord-ma-131750.md)) | 131750 | Concord, MA | SEC-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Value Financial Partners LLC](https://advisorcensus.com/firm/value-financial-partners-llc-338248) ([md](https://advisorcensus.com/firm/value-financial-partners-llc-338248.md)) | 338248 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Value Financial Services Corp.](https://advisorcensus.com/firm/value-financial-services-corp-128816) ([md](https://advisorcensus.com/firm/value-financial-services-corp-128816.md)) | 128816 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 26 | % of assets |
| [Vestmark Advisory Solutions, Inc.](https://advisorcensus.com/firm/vestmark-advisory-solutions-inc-wakefield-ma-221518) ([md](https://advisorcensus.com/firm/vestmark-advisory-solutions-inc-wakefield-ma-221518.md)) | 221518 | Wakefield, MA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets |
| [Vital Wealth Strategy, LLC](https://advisorcensus.com/firm/vital-wealth-strategy-llc-343055) ([md](https://advisorcensus.com/firm/vital-wealth-strategy-llc-343055.md)) | 343055 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, 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 |
| [Wakely Investment Management](https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206) ([md](https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206.md)) | 167206 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [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 |
| [Waypoint Financial Planning LLC](https://advisorcensus.com/firm/waypoint-financial-planning-llc-southborough-ma-159051) ([md](https://advisorcensus.com/firm/waypoint-financial-planning-llc-southborough-ma-159051.md)) | 159051 | Southborough, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, 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 |
| [Weiss Financial Advisors, LLC](https://advisorcensus.com/firm/weiss-financial-advisors-llc-173233) ([md](https://advisorcensus.com/firm/weiss-financial-advisors-llc-173233.md)) | 173233 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % 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 |
| [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 |
| [West Village Wealth](https://advisorcensus.com/firm/west-village-wealth-osterville-ma-343329) ([md](https://advisorcensus.com/firm/west-village-wealth-osterville-ma-343329.md)) | 343329 | Osterville, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Westmoor Wealth LLC](https://advisorcensus.com/firm/westmoor-wealth-llc-338390) ([md](https://advisorcensus.com/firm/westmoor-wealth-llc-338390.md)) | 338390 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [WGI DM, LLC](https://advisorcensus.com/firm/wgi-dm-llc-boston-ma-334219) ([md](https://advisorcensus.com/firm/wgi-dm-llc-boston-ma-334219.md)) | 334219 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 1 | % of assets |
| [White Pine Advisory LLC](https://advisorcensus.com/firm/white-pine-advisory-llc-300700) ([md](https://advisorcensus.com/firm/white-pine-advisory-llc-300700.md)) | 300700 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Wilkins Investment Counsel, Inc](https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913) ([md](https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913.md)) | 104913 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets |
| [Williams Wealth Management](https://advisorcensus.com/firm/williams-wealth-management-309307) ([md](https://advisorcensus.com/firm/williams-wealth-management-309307.md)) | 309307 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Wilson Capital, LLC](https://advisorcensus.com/firm/wilson-capital-llc-166557) ([md](https://advisorcensus.com/firm/wilson-capital-llc-166557.md)) | 166557 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Wingate Wealth Advisors, Inc.](https://advisorcensus.com/firm/wingate-wealth-advisors-inc-lexington-ma-105012) ([md](https://advisorcensus.com/firm/wingate-wealth-advisors-inc-lexington-ma-105012.md)) | 105012 | Lexington, MA | SEC-registered investment adviser | $1 billion to $5 billion | 39 | % of assets, Fixed fee |
| [Wolfstich Capital, LLC](https://advisorcensus.com/firm/wolfstich-capital-llc-medfield-ma-146026) ([md](https://advisorcensus.com/firm/wolfstich-capital-llc-medfield-ma-146026.md)) | 146026 | Medfield, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Woodland Investment Consulting LLC](https://advisorcensus.com/firm/woodland-investment-consulting-llc-147885) ([md](https://advisorcensus.com/firm/woodland-investment-consulting-llc-147885.md)) | 147885 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [Woodside Wealth Management](https://advisorcensus.com/firm/woodside-wealth-management-sudbury-ma-175118) ([md](https://advisorcensus.com/firm/woodside-wealth-management-sudbury-ma-175118.md)) | 175118 | Sudbury, MA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Worcester Advisors](https://advisorcensus.com/firm/worcester-advisors-worcester-ma-106653) ([md](https://advisorcensus.com/firm/worcester-advisors-worcester-ma-106653.md)) | 106653 | Worcester, MA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Xdus Fund Advisor](https://advisorcensus.com/firm/xdus-fund-advisor-east-longmeadow-ma-328236) ([md](https://advisorcensus.com/firm/xdus-fund-advisor-east-longmeadow-ma-328236.md)) | 328236 | East Longmeadow, MA | SEC-registered investment adviser | Under $25 million | 3 | % of assets |
| [Yankee Investor, LLC](https://advisorcensus.com/firm/yankee-investor-llc-new-bedford-ma-289421) ([md](https://advisorcensus.com/firm/yankee-investor-llc-new-bedford-ma-289421.md)) | 289421 | New Bedford, MA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |

- Previous page: https://advisorcensus.com/advisors/ma/fee-only/page/8.md

## 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.