# Flat-fee financial advisors in Massachusetts

> AdvisorCensus lists 507 investment advisory firms with a principal office in Massachusetts that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee/page/4

## At a glance

- Investment advisory firms: 507
- Registration: SEC-registered investment adviser: 262, State-registered investment adviser: 245
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 247 (49%); Percentage of assets 434 (86%); Hourly charges 307 (61%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 507 (100%); Commissions 25 (5%); Performance-based fees 45 (9%); Other 59 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 109 (21%); $25 million to $100 million 89 (18%); $100 million to $500 million 115 (23%); $500 million to $1 billion 40 (8%); $1 billion to $5 billion 49 (10%); Over $5 billion 48 (9%); Not reported 57 (11%)
- Years registered: Under 5 years 158 (31%); 5 to 9 years 105 (21%); 10 to 19 years 111 (22%); 20 years or more 133 (26%)

## Firms (page 4 of 11, 151 to 200 of 507, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Entrepreneurshares LLC](https://advisorcensus.com/firm/entrepreneurshares-llc-boston-ma-153615) ([md](https://advisorcensus.com/firm/entrepreneurshares-llc-boston-ma-153615.md)) | 153615 | Boston, MA | SEC-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [EPG Incorporated](https://advisorcensus.com/firm/epg-incorporated-framingham-ma-106821) ([md](https://advisorcensus.com/firm/epg-incorporated-framingham-ma-106821.md)) | 106821 | Framingham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Escalator Wealth Advisors](https://advisorcensus.com/firm/escalator-wealth-advisors-342774) ([md](https://advisorcensus.com/firm/escalator-wealth-advisors-342774.md)) | 342774 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Essential Asset Management, LLC](https://advisorcensus.com/firm/essential-asset-management-llc-norwell-ma-158817) ([md](https://advisorcensus.com/firm/essential-asset-management-llc-norwell-ma-158817.md)) | 158817 | Norwell, MA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Evergreen Wealth Management](https://advisorcensus.com/firm/evergreen-wealth-management-boston-ma-313909) ([md](https://advisorcensus.com/firm/evergreen-wealth-management-boston-ma-313909.md)) | 313909 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 5 | Fixed fee |
| [Excalibur Management Corp](https://advisorcensus.com/firm/excalibur-management-corp-waltham-ma-110836) ([md](https://advisorcensus.com/firm/excalibur-management-corp-waltham-ma-110836.md)) | 110836 | Waltham, MA | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Fixed fee |
| [Exchange Place Advisors, LLC](https://advisorcensus.com/firm/exchange-place-advisors-llc-sudbury-ma-125240) ([md](https://advisorcensus.com/firm/exchange-place-advisors-llc-sudbury-ma-125240.md)) | 125240 | Sudbury, MA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [F L Putnam Investment Management Co.](https://advisorcensus.com/firm/f-l-putnam-investment-management-co-lynnfield-ma-106223) ([md](https://advisorcensus.com/firm/f-l-putnam-investment-management-co-lynnfield-ma-106223.md)) | 106223 | Lynnfield, MA | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Fixed fee, Other |
| [Faith and Family Wealth Management](https://advisorcensus.com/firm/faith-and-family-wealth-management-341058) ([md](https://advisorcensus.com/firm/faith-and-family-wealth-management-341058.md)) | 341058 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Family Fiduciary Services, Inc.](https://advisorcensus.com/firm/family-fiduciary-services-inc-beverly-ma-146339) ([md](https://advisorcensus.com/firm/family-fiduciary-services-inc-beverly-ma-146339.md)) | 146339 | Beverly, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Fidelity Institutional Wealth Adviser LLC](https://advisorcensus.com/firm/fidelity-institutional-wealth-adviser-llc-boston-ma-301896) ([md](https://advisorcensus.com/firm/fidelity-institutional-wealth-adviser-llc-boston-ma-301896.md)) | 301896 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Fidelity Management & Research Company LLC](https://advisorcensus.com/firm/fidelity-management-and-research-company-llc-boston-ma-108281) ([md](https://advisorcensus.com/firm/fidelity-management-and-research-company-llc-boston-ma-108281.md)) | 108281 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Fixed fee, Performance fee, Other |
| [Fiduciary Trust International, LLC](https://advisorcensus.com/firm/fiduciary-trust-international-llc-lincoln-ma-124062) ([md](https://advisorcensus.com/firm/fiduciary-trust-international-llc-lincoln-ma-124062.md)) | 124062 | Lincoln, MA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee |
| [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 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 |
| [Finer Wealth Management, Inc.](https://advisorcensus.com/firm/finer-wealth-management-inc-salem-ma-129987) ([md](https://advisorcensus.com/firm/finer-wealth-management-inc-salem-ma-129987.md)) | 129987 | Salem, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Finivi Inc.](https://advisorcensus.com/firm/finivi-inc-westborough-ma-292329) ([md](https://advisorcensus.com/firm/finivi-inc-westborough-ma-292329.md)) | 292329 | Westborough, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [First Due Financial LLC](https://advisorcensus.com/firm/first-due-financial-llc-wareham-ma-335454) ([md](https://advisorcensus.com/firm/first-due-financial-llc-wareham-ma-335454.md)) | 335454 | Wareham, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Commissions |
| [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 |
| [Five Corners Financial Services](https://advisorcensus.com/firm/five-corners-financial-services-easton-ma-338120) ([md](https://advisorcensus.com/firm/five-corners-financial-services-easton-ma-338120.md)) | 338120 | Easton, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Flagship Harbor Advisors, LLC](https://advisorcensus.com/firm/flagship-harbor-advisors-llc-boston-ma-155733) ([md](https://advisorcensus.com/firm/flagship-harbor-advisors-llc-boston-ma-155733.md)) | 155733 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Flagship Private Wealth](https://advisorcensus.com/firm/flagship-private-wealth-woburn-ma-175277) ([md](https://advisorcensus.com/firm/flagship-private-wealth-woburn-ma-175277.md)) | 175277 | Woburn, MA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [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 |
| [FMA Wealth Management, LLC](https://advisorcensus.com/firm/fma-wealth-management-llc-duxbury-ma-313049) ([md](https://advisorcensus.com/firm/fma-wealth-management-llc-duxbury-ma-313049.md)) | 313049 | Duxbury, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % 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 Dykema Cabot & Partners, LLC](https://advisorcensus.com/firm/foster-dykema-cabot-and-partners-llc-waltham-ma-300282) ([md](https://advisorcensus.com/firm/foster-dykema-cabot-and-partners-llc-waltham-ma-300282.md)) | 300282 | Waltham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % 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 |
| [Freedom Trail Financial](https://advisorcensus.com/firm/freedom-trail-financial-boston-ma-283902) ([md](https://advisorcensus.com/firm/freedom-trail-financial-boston-ma-283902.md)) | 283902 | Boston, MA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Commissions, Other |
| [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 |
| [Fulham & Co](https://advisorcensus.com/firm/fulham-and-co-wellesley-ma-158374) ([md](https://advisorcensus.com/firm/fulham-and-co-wellesley-ma-158374.md)) | 158374 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 14 | Fixed fee, Performance 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 |
| [GC Wealth Management RIA, LLC](https://advisorcensus.com/firm/gc-wealth-management-ria-llc-cambridge-ma-327269) ([md](https://advisorcensus.com/firm/gc-wealth-management-ria-llc-cambridge-ma-327269.md)) | 327269 | Cambridge, MA | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Fixed fee |
| [Genesis Wealth Advisors, LLC](https://advisorcensus.com/firm/genesis-wealth-advisors-llc-braintree-ma-158388) ([md](https://advisorcensus.com/firm/genesis-wealth-advisors-llc-braintree-ma-158388.md)) | 158388 | Braintree, MA | SEC-registered investment adviser | $100 million to $500 million | 15 | % 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 |
| [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 Vision Advisors](https://advisorcensus.com/firm/global-vision-advisors-norwell-ma-145200) ([md](https://advisorcensus.com/firm/global-vision-advisors-norwell-ma-145200.md)) | 145200 | Norwell, MA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Good Harbor Advisors, Inc.](https://advisorcensus.com/firm/good-harbor-advisors-inc-gloucester-ma-143492) ([md](https://advisorcensus.com/firm/good-harbor-advisors-inc-gloucester-ma-143492.md)) | 143492 | Gloucester, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Goodman Advisory Group, LLC](https://advisorcensus.com/firm/goodman-advisory-group-llc-needham-ma-285637) ([md](https://advisorcensus.com/firm/goodman-advisory-group-llc-needham-ma-285637.md)) | 285637 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [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 |

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

Cite as: AdvisorCensus. Flat-fee financial advisors in Massachusetts: 507 firms from Form ADV filings as of October 2026.