{ "path": "/advisors/ma/hourly", "url": "https://advisorcensus.com/advisors/ma/hourly/page/3", "page_type": "state_fee", "title": "Hourly financial advisors in Massachusetts", "filters": {}, "scope_total": 405, "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 405 investment advisory firms with a principal office in Massachusetts that report hourly charges 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. Hourly financial advisors in Massachusetts: 405 firms from Form ADV filings as of October 2026.", "total_firms": 405, "page": 3, "total_pages": 9, "sort": "name", "registration_types": { "sec": 154, "state": 251, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 211 }, { "code": "percentage_of_aum", "count": 342 }, { "code": "hourly", "count": 405 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 307 }, { "code": "commissions", "count": 25 }, { "code": "performance_based", "count": 15 }, { "code": "other", "count": 43 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 108 }, { "code": "5_to_9", "count": 83 }, { "code": "10_to_19", "count": 110 }, { "code": "20_plus", "count": 104 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 100 }, { "code": "25m_100m", "count": 92 }, { "code": "100m_500m", "count": 77 }, { "code": "500m_1b", "count": 30 }, { "code": "1b_5b", "count": 29 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 62 } ], "firms": [ { "crd_number": 173487, "name": "Cottage Street Advisors", "name_as_filed": "COTTAGE STREET ADVISORS", "url": "https://advisorcensus.com/firm/cottage-street-advisors-marion-ma-173487", "city": "Marion", "state": "MA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140051, "name": "Course Pilot Financial LLC", "name_as_filed": "COURSE PILOT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/course-pilot-financial-llc-140051", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117593, "name": "COX Capital Management LLC", "name_as_filed": "COX CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cox-capital-management-llc-andover-ma-117593", "city": "Andover", "state": "MA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 162190, "name": "Cranston Capital Management, LLC", "name_as_filed": "CRANSTON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cranston-capital-management-llc-cohasset-ma-162190", "city": "Cohasset", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148577, "name": "Crossroads Capital Management LLC", "name_as_filed": "CROSSROADS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/crossroads-capital-management-llc-148577", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124599, "name": "Crystal Capital Management Corporation", "name_as_filed": "CRYSTAL CAPITAL MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/crystal-capital-management-corporation-saugus-ma-124599", "city": "Saugus", "state": "MA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 327495, "name": "Curious Crow Financial Planning", "name_as_filed": "CURIOUS CROW FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/curious-crow-financial-planning-revere-ma-327495", "city": "Revere", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133095, "name": "Curtin Financial Services, Inc.", "name_as_filed": "CURTIN FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/curtin-financial-services-inc-burlington-ma-133095", "city": "Burlington", "state": "MA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317756, "name": "CVW Financial, LLC", "name_as_filed": "CVW FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/cvw-financial-llc-317756", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310873, "name": "CW Advisors, LLC", "name_as_filed": "CW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cw-advisors-llc-boston-ma-310873", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 46897, "name": "Davinci Capital Management Inc.", "name_as_filed": "DAVINCI CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/davinci-capital-management-inc-cambridge-ma-46897", "city": "Cambridge", "state": "MA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 325289, "name": "Dhyan Capital Management", "name_as_filed": "DHYAN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dhyan-capital-management-325289", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171813, "name": "Diversified Financial Management", "name_as_filed": "DIVERSIFIED FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/diversified-financial-management-norwell-ma-171813", "city": "Norwell", "state": "MA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146437, "name": "DJG Financial Services, Inc.", "name_as_filed": "DJG FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/djg-financial-services-inc-east-weymouth-ma-146437", "city": "East Weymouth", "state": "MA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 129210, "name": "Dollar & Sense", "name_as_filed": "DOLLAR & SENSE", "url": "https://advisorcensus.com/firm/dollar-and-sense-pittsfield-ma-129210", "city": "Pittsfield", "state": "MA", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292848, "name": "Donal Fiduciaries", "name_as_filed": "DONAL FIDUCIARIES", "url": "https://advisorcensus.com/firm/donal-fiduciaries-sout-boston-ma-292848", "city": "Sout Boston", "state": "MA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337958, "name": "Dope CFO Wealth Management", "name_as_filed": "DOPE CFO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/dope-cfo-wealth-management-337958", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142602, "name": "Douglas A. McClennen IA", "name_as_filed": "DOUGLAS A. MCCLENNEN IA", "url": "https://advisorcensus.com/firm/douglas-a-mcclennen-ia-142602", "city": null, "state": null, "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 316550, "name": "Dreamfield Planning Group, LLC", "name_as_filed": "DREAMFIELD PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/dreamfield-planning-group-llc-braintree-ma-316550", "city": "Braintree", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117464, "name": "Duffield Financial Group", "name_as_filed": "DUFFIELD FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/duffield-financial-group-117464", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158364, "name": "East Horizon Investments", "name_as_filed": "EAST HORIZON INVESTMENTS", "url": "https://advisorcensus.com/firm/east-horizon-investments-cambridge-ma-158364", "city": "Cambridge", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 329485, "name": "East River Capital Management LLC", "name_as_filed": "EAST RIVER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/east-river-capital-management-llc-pittsfield-ma-329485", "city": "Pittsfield", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171009, "name": "Ebersole Financial LLC", "name_as_filed": "EBERSOLE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/ebersole-financial-llc-171009", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158311, "name": "Edgewater Financial Services, LLC", "name_as_filed": "EDGEWATER FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/edgewater-financial-services-llc-158311", "city": null, "state": null, "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334501, "name": "Emma Research LLC", "name_as_filed": "EMMA RESEARCH LLC", "url": "https://advisorcensus.com/firm/emma-research-llc-334501", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153615, "name": "Entrepreneurshares LLC", "name_as_filed": "ENTREPRENEURSHARES LLC", "url": "https://advisorcensus.com/firm/entrepreneurshares-llc-boston-ma-153615", "city": "Boston", "state": "MA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158817, "name": "Essential Asset Management, LLC", "name_as_filed": "ESSENTIAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/essential-asset-management-llc-norwell-ma-158817", "city": "Norwell", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164782, "name": "Essex Capital Management", "name_as_filed": "ESSEX CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/essex-capital-management-lynnfield-ma-164782", "city": "Lynnfield", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 149991, "name": "Essex Private Wealth Management LLC", "name_as_filed": "ESSEX PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/essex-private-wealth-management-llc-topsfield-ma-149991", "city": "Topsfield", "state": "MA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 125240, "name": "Exchange Place Advisors, LLC", "name_as_filed": "EXCHANGE PLACE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/exchange-place-advisors-llc-sudbury-ma-125240", "city": "Sudbury", "state": "MA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131075, "name": "F.F. Advisors, LLC", "name_as_filed": "F.F. ADVISORS, LLC", "url": "https://advisorcensus.com/firm/f-f-advisors-llc-wayland-ma-131075", "city": "Wayland", "state": "MA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153020, "name": "Fabco Investment Advisors, LLC", "name_as_filed": "FABCO INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fabco-investment-advisors-llc-newton-upper-falls-ma-153020", "city": "Newton Upper Falls", "state": "MA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 169986, "name": "Fair Haven Capital LLC", "name_as_filed": "FAIR HAVEN CAPITAL LLC", "url": "https://advisorcensus.com/firm/fair-haven-capital-llc-boston-ma-169986", "city": "Boston", "state": "MA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128824, "name": "FEE-Only Financial Planning", "name_as_filed": "FEE-ONLY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/fee-only-financial-planning-128824", "city": null, "state": null, "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 131997, "name": "Fichter & Co. Investors", "name_as_filed": "FICHTER & CO. INVESTORS", "url": "https://advisorcensus.com/firm/fichter-and-co-investors-131997", "city": null, "state": null, "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128847, "name": "Financial Focus Asset Management,inc.", "name_as_filed": "FINANCIAL FOCUS ASSET MANAGEMENT,INC.", "url": "https://advisorcensus.com/firm/financial-focus-asset-management-inc-plymouth-ma-128847", "city": "Plymouth", "state": "MA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129212, "name": "Financial Foundations, Inc.", "name_as_filed": "FINANCIAL FOUNDATIONS, INC.", "url": "https://advisorcensus.com/firm/financial-foundations-inc-southborough-ma-129212", "city": "Southborough", "state": "MA", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 111456, "name": "Financial Solutions Associates", "name_as_filed": "FINANCIAL SOLUTIONS ASSOCIATES", "url": "https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456", "city": "Dedham", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130397, "name": "Financial Solutions Associates", "name_as_filed": "FINANCIAL SOLUTIONS ASSOCIATES", "url": "https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-130397", "city": "Dedham", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288203, "name": "Financial Well-Being Advisors LLC", "name_as_filed": "FINANCIAL WELL-BEING ADVISORS LLC", "url": "https://advisorcensus.com/firm/financial-well-being-advisors-llc-288203", "city": null, "state": null, "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166571, "name": "Finarc Investments, Inc.", "name_as_filed": "FINARC INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/finarc-investments-inc-norwood-ma-166571", "city": "Norwood", "state": "MA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129987, "name": "Finer Wealth Management, Inc.", "name_as_filed": "FINER WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/finer-wealth-management-inc-salem-ma-129987", "city": "Salem", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292329, "name": "Finivi Inc.", "name_as_filed": "FINIVI INC.", "url": "https://advisorcensus.com/firm/finivi-inc-westborough-ma-292329", "city": "Westborough", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335454, "name": "First Due Financial LLC", "name_as_filed": "FIRST DUE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/first-due-financial-llc-wareham-ma-335454", "city": "Wareham", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 338541, "name": "First Step Financial", "name_as_filed": "FIRST STEP FINANCIAL", "url": "https://advisorcensus.com/firm/first-step-financial-338541", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138411, "name": "Fisher Financial Strategies", "name_as_filed": "FISHER FINANCIAL STRATEGIES", "url": 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"name": "Flax Pond Capital, LLC", "name_as_filed": "FLAX POND CAPITAL, LLC", "url": "https://advisorcensus.com/firm/flax-pond-capital-llc-falmouth-ma-324332", "city": "Falmouth", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152235, "name": "Florek Financial, LLC", "name_as_filed": "FLOREK FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/florek-financial-llc-duxbury-ma-152235", "city": "Duxbury", "state": "MA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ma", "label": "Financial advisors in Massachusetts" }, "fee_pages": [ { "path": "/advisors/ma/fee-only", "label": "Fee-only financial advisors in Massachusetts", "firm_count": 449 }, { "path": "/advisors/ma/flat-fee", "label": 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