# Flat-fee financial advisors in Massachusetts

> Find financial advisors in Massachusetts who charge a fixed fee. 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, 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/flat-fee/page/9

## 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 9 of 11, 401 to 450 of 507, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Savvi Financial LLC](https://advisorcensus.com/firm/savvi-financial-llc-waltham-ma-169196) ([md](https://advisorcensus.com/firm/savvi-financial-llc-waltham-ma-169196.md)) | 169196 | Waltham, MA | SEC-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee |
| [SCS Capital Management LLC](https://advisorcensus.com/firm/scs-capital-management-llc-boston-ma-122258) ([md](https://advisorcensus.com/firm/scs-capital-management-llc-boston-ma-122258.md)) | 122258 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee, Other |
| [Sechrest Financial Services](https://advisorcensus.com/firm/sechrest-financial-services-acton-ma-128688) ([md](https://advisorcensus.com/firm/sechrest-financial-services-acton-ma-128688.md)) | 128688 | Acton, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | Fixed fee |
| [Sentinel Pension Advisors, LLC.](https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901) ([md](https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901.md)) | 109901 | Wakefield, MA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Hourly, Fixed fee, Other |
| [Sentry Financial Planning, LLC](https://advisorcensus.com/firm/sentry-financial-planning-llc-146687) ([md](https://advisorcensus.com/firm/sentry-financial-planning-llc-146687.md)) | 146687 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Sequentis Capital LLC](https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533) ([md](https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533.md)) | 298533 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [SF Advisers, LLC](https://advisorcensus.com/firm/sf-advisers-llc-boston-ma-316518) ([md](https://advisorcensus.com/firm/sf-advisers-llc-boston-ma-316518.md)) | 316518 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Sheltered Garden Financial Group LLC](https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217) ([md](https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217.md)) | 335217 | Boxborough, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Shepherd Financial Partners, LLC](https://advisorcensus.com/firm/shepherd-financial-partners-llc-winchester-ma-169093) ([md](https://advisorcensus.com/firm/shepherd-financial-partners-llc-winchester-ma-169093.md)) | 169093 | Winchester, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Sherr Financial Associates](https://advisorcensus.com/firm/sherr-financial-associates-danvers-ma-128589) ([md](https://advisorcensus.com/firm/sherr-financial-associates-danvers-ma-128589.md)) | 128589 | Danvers, MA | State-registered investment adviser | Not reported | 32 | Hourly, Fixed fee, Commissions |
| [Shilla Advisory LLC](https://advisorcensus.com/firm/shilla-advisory-llc-marlborough-ma-338692) ([md](https://advisorcensus.com/firm/shilla-advisory-llc-marlborough-ma-338692.md)) | 338692 | Marlborough, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Signal Ridge Capital Partners, LLC](https://advisorcensus.com/firm/signal-ridge-capital-partners-llc-framingham-ma-167576) ([md](https://advisorcensus.com/firm/signal-ridge-capital-partners-llc-framingham-ma-167576.md)) | 167576 | Framingham, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Siharum Advisors, LLC](https://advisorcensus.com/firm/siharum-advisors-llc-boston-ma-147957) ([md](https://advisorcensus.com/firm/siharum-advisors-llc-boston-ma-147957.md)) | 147957 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee |
| [Single Point Partners](https://advisorcensus.com/firm/single-point-partners-boston-ma-163793) ([md](https://advisorcensus.com/firm/single-point-partners-boston-ma-163793.md)) | 163793 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | Fixed fee |
| [Sippican Capital Advisors](https://advisorcensus.com/firm/sippican-capital-advisors-boston-ma-155188) ([md](https://advisorcensus.com/firm/sippican-capital-advisors-boston-ma-155188.md)) | 155188 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Slate Peak Financial Services, LLC](https://advisorcensus.com/firm/slate-peak-financial-services-llc-295223) ([md](https://advisorcensus.com/firm/slate-peak-financial-services-llc-295223.md)) | 295223 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [SLC Management](https://advisorcensus.com/firm/slc-management-wellesley-hills-ma-109684) ([md](https://advisorcensus.com/firm/slc-management-wellesley-hills-ma-109684.md)) | 109684 | Wellesley Hills, MA | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Fixed fee, Other |
| [Smith W B & Co Inc](https://advisorcensus.com/firm/smith-w-b-and-co-inc-manchester-ma-105917) ([md](https://advisorcensus.com/firm/smith-w-b-and-co-inc-manchester-ma-105917.md)) | 105917 | Manchester, MA | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets, Hourly, Fixed fee |
| [Snug Harbor Capital Management, LLC](https://advisorcensus.com/firm/snug-harbor-capital-management-llc-green-harbor-ma-133453) ([md](https://advisorcensus.com/firm/snug-harbor-capital-management-llc-green-harbor-ma-133453.md)) | 133453 | Green Harbor, MA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Sound View Financial Advisors](https://advisorcensus.com/firm/sound-view-financial-advisors-walpole-ma-154732) ([md](https://advisorcensus.com/firm/sound-view-financial-advisors-walpole-ma-154732.md)) | 154732 | Walpole, MA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [South Coast Planning & Wealth Management](https://advisorcensus.com/firm/south-coast-planning-and-wealth-management-fall-river-ma-326997) ([md](https://advisorcensus.com/firm/south-coast-planning-and-wealth-management-fall-river-ma-326997.md)) | 326997 | Fall River, MA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [South Shore Capital Advisors, LLC](https://advisorcensus.com/firm/south-shore-capital-advisors-llc-boston-ma-142915) ([md](https://advisorcensus.com/firm/south-shore-capital-advisors-llc-boston-ma-142915.md)) | 142915 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [South Shore Investment Services LLC](https://advisorcensus.com/firm/south-shore-investment-services-llc-norwell-ma-311450) ([md](https://advisorcensus.com/firm/south-shore-investment-services-llc-norwell-ma-311450.md)) | 311450 | Norwell, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Other |
| [Stackwell](https://advisorcensus.com/firm/stackwell-boston-ma-316298) ([md](https://advisorcensus.com/firm/stackwell-boston-ma-316298.md)) | 316298 | Boston, MA | SEC-registered investment adviser | Under $25 million | 4 | Fixed fee |
| [Stage Harbor Financial](https://advisorcensus.com/firm/stage-harbor-financial-westwood-ma-289725) ([md](https://advisorcensus.com/firm/stage-harbor-financial-westwood-ma-289725.md)) | 289725 | Westwood, MA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Standard Planning Company](https://advisorcensus.com/firm/standard-planning-company-rockport-ma-129507) ([md](https://advisorcensus.com/firm/standard-planning-company-rockport-ma-129507.md)) | 129507 | Rockport, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Statera Financial, LLC](https://advisorcensus.com/firm/statera-financial-llc-walpole-ma-304957) ([md](https://advisorcensus.com/firm/statera-financial-llc-walpole-ma-304957.md)) | 304957 | Walpole, MA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Still River Financial Planning](https://advisorcensus.com/firm/still-river-financial-planning-317254) ([md](https://advisorcensus.com/firm/still-river-financial-planning-317254.md)) | 317254 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | Hourly, Fixed fee |
| [Stonestreet Financial, Inc.](https://advisorcensus.com/firm/stonestreet-financial-inc-stoughton-ma-288005) ([md](https://advisorcensus.com/firm/stonestreet-financial-inc-stoughton-ma-288005.md)) | 288005 | Stoughton, MA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Strategic Advisers LLC](https://advisorcensus.com/firm/strategic-advisers-llc-boston-ma-104555) ([md](https://advisorcensus.com/firm/strategic-advisers-llc-boston-ma-104555.md)) | 104555 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 49 | % of assets, Fixed fee, Other |
| [Strategic Capital Allocation Group, L.L.C.](https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922) ([md](https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922.md)) | 114922 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Fixed fee |
| [Strategic Planning Associates](https://advisorcensus.com/firm/strategic-planning-associates-126503) ([md](https://advisorcensus.com/firm/strategic-planning-associates-126503.md)) | 126503 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Strategic Planning Group, Inc.](https://advisorcensus.com/firm/strategic-planning-group-inc-wellesley-ma-124855) ([md](https://advisorcensus.com/firm/strategic-planning-group-inc-wellesley-ma-124855.md)) | 124855 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Street Smart Financial, LLC](https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422) ([md](https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422.md)) | 146422 | Lexington, MA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [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 |
| [SVB Wealth](https://advisorcensus.com/firm/svb-wealth-boston-ma-172832) ([md](https://advisorcensus.com/firm/svb-wealth-boston-ma-172832.md)) | 172832 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee |
| [SW Private Wealth, LLC](https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362) ([md](https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362.md)) | 289362 | Needham, MA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Tableaux Wealth](https://advisorcensus.com/firm/tableaux-wealth-great-barrington-ma-319355) ([md](https://advisorcensus.com/firm/tableaux-wealth-great-barrington-ma-319355.md)) | 319355 | Great Barrington, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Tanin, Tunc](https://advisorcensus.com/firm/tanin-tunc-cambridge-ma-170512) ([md](https://advisorcensus.com/firm/tanin-tunc-cambridge-ma-170512.md)) | 170512 | Cambridge, MA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [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 |
| [Targeted Equity Consulting Group](https://advisorcensus.com/firm/targeted-equity-consulting-group-318444) ([md](https://advisorcensus.com/firm/targeted-equity-consulting-group-318444.md)) | 318444 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [TE Advisors LLC](https://advisorcensus.com/firm/te-advisors-llc-quincy-ma-336139) ([md](https://advisorcensus.com/firm/te-advisors-llc-quincy-ma-336139.md)) | 336139 | Quincy, MA | SEC-registered investment adviser | Under $25 million | 1 | % 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 |
| [Tetschner Financial Services](https://advisorcensus.com/firm/tetschner-financial-services-129241) ([md](https://advisorcensus.com/firm/tetschner-financial-services-129241.md)) | 129241 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 28 | Hourly, Fixed fee, Other |
| [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 |
| [TGA Capital Management](https://advisorcensus.com/firm/tga-capital-management-braintree-ma-131629) ([md](https://advisorcensus.com/firm/tga-capital-management-braintree-ma-131629.md)) | 131629 | Braintree, MA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Hourly, Fixed fee |
| [The Blue Oak Group, LLC](https://advisorcensus.com/firm/the-blue-oak-group-llc-boston-ma-291588) ([md](https://advisorcensus.com/firm/the-blue-oak-group-llc-boston-ma-291588.md)) | 291588 | Boston, MA | State-registered investment adviser | Not reported | 8 | % of assets, Hourly, Fixed fee, Performance 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.