{
  "path": "/advisors/ma/flat-fee",
  "url": "https://advisorcensus.com/advisors/ma/flat-fee/page/5",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Massachusetts",
  "filters": {},
  "scope_total": 507,
  "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": "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.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Massachusetts: 507 firms from Form ADV filings as of October 2026.",
  "total_firms": 507,
  "page": 5,
  "total_pages": 11,
  "sort": "name",
  "registration_types": {
    "sec": 262,
    "state": 245,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 247
    },
    {
      "code": "percentage_of_aum",
      "count": 434
    },
    {
      "code": "hourly",
      "count": 307
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 507
    },
    {
      "code": "commissions",
      "count": 25
    },
    {
      "code": "performance_based",
      "count": 45
    },
    {
      "code": "other",
      "count": 59
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 158
    },
    {
      "code": "5_to_9",
      "count": 105
    },
    {
      "code": "10_to_19",
      "count": 111
    },
    {
      "code": "20_plus",
      "count": 133
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 109
    },
    {
      "code": "25m_100m",
      "count": 89
    },
    {
      "code": "100m_500m",
      "count": 115
    },
    {
      "code": "500m_1b",
      "count": 40
    },
    {
      "code": "1b_5b",
      "count": 49
    },
    {
      "code": "over_5b",
      "count": 48
    },
    {
      "code": "not_reported",
      "count": 57
    }
  ],
  "firms": [
    {
      "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": 281045,
      "name": "Great Oak Capital Partners, LLC",
      "name_as_filed": "GREAT OAK CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/great-oak-capital-partners-llc-south-easton-ma-281045",
      "city": "South Easton",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "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": 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": 111497,
      "name": "Grovestreet",
      "name_as_filed": "GROVESTREET",
      "url": "https://advisorcensus.com/firm/grovestreet-newton-ma-111497",
      "city": "Newton",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "fixed",
        "performance_based",
        "other"
      ],
      "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": 121942,
      "name": "GW&K Investment Management, LLC",
      "name_as_filed": "GW&K INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/gw-and-k-investment-management-llc-boston-ma-121942",
      "city": "Boston",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155152,
      "name": "Gwendolyn J. Floyd, CPA, CFP(R)",
      "name_as_filed": "GWENDOLYN J. FLOYD, CPA, CFP(R)",
      "url": "https://advisorcensus.com/firm/gwendolyn-j-floyd-cpa-cfp-r-hull-ma-155152",
      "city": "Hull",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164916,
      "name": "Hanley & Associates LLC",
      "name_as_filed": "HANLEY & ASSOCIATES LLC",
      "url": "https://advisorcensus.com/firm/hanley-and-associates-llc-pittsfield-ma-164916",
      "city": "Pittsfield",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "under_25m",
      "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": 144944,
      "name": "Harbor Asset Planning, Inc.",
      "name_as_filed": "HARBOR ASSET PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/harbor-asset-planning-inc-belmont-ma-144944",
      "city": "Belmont",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109846,
      "name": "Harbourvest Partners, LLC",
      "name_as_filed": "HARBOURVEST PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/harbourvest-partners-llc-boston-ma-109846",
      "city": "Boston",
      "state": "MA",
      "years_registered": 29,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "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": 166131,
      "name": "Harvard Square Financial Planning",
      "name_as_filed": "HARVARD SQUARE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/harvard-square-financial-planning-166131",
      "city": null,
      "state": null,
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133026,
      "name": "Harvest Capital Partners LLC",
      "name_as_filed": "HARVEST CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/harvest-capital-partners-llc-boston-ma-133026",
      "city": "Boston",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337833,
      "name": "Hathaway Advisory",
      "name_as_filed": "HATHAWAY ADVISORY",
      "url": "https://advisorcensus.com/firm/hathaway-advisory-arlington-ma-337833",
      "city": "Arlington",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318685,
      "name": "Hawthorne Wellman Financial Planning, LLC",
      "name_as_filed": "HAWTHORNE WELLMAN FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/hawthorne-wellman-financial-planning-llc-tyngsboro-ma-318685",
      "city": "Tyngsboro",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151849,
      "name": "Heaphy Investments, LLC",
      "name_as_filed": "HEAPHY INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/heaphy-investments-llc-wilbraham-ma-151849",
      "city": "Wilbraham",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296062,
      "name": "Heng REN Partners",
      "name_as_filed": "HENG REN PARTNERS",
      "url": "https://advisorcensus.com/firm/heng-ren-partners-boston-ma-296062",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159158,
      "name": "Heritage Wealth Management",
      "name_as_filed": "HERITAGE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/heritage-wealth-management-woburn-ma-159158",
      "city": "Woburn",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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": 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": 282573,
      "name": "Hoopoe Advisors",
      "name_as_filed": "HOOPOE ADVISORS",
      "url": "https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573",
      "city": "Boston",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104726,
      "name": "Howland Capital Management LLC",
      "name_as_filed": "HOWLAND CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/howland-capital-management-llc-boston-ma-104726",
      "city": "Boston",
      "state": "MA",
      "years_registered": 54,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 109120,
      "name": "IFR, Municipal Market Data",
      "name_as_filed": "IFR,  MUNICIPAL MARKET DATA",
      "url": "https://advisorcensus.com/firm/ifr-municipal-market-data-boston-ma-109120",
      "city": "Boston",
      "state": "MA",
      "years_registered": 28,
      "raum_band": "not_reported",
      "compensation_types": [
        "subscription",
        "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": 327212,
      "name": "Ingeniq Capital",
      "name_as_filed": "INGENIQ CAPITAL",
      "url": "https://advisorcensus.com/firm/ingeniq-capital-bedford-ma-327212",
      "city": "Bedford",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146618,
      "name": "Innovative Advisory Group",
      "name_as_filed": "INNOVATIVE ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/innovative-advisory-group-lexington-ma-146618",
      "city": "Lexington",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "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",
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}