{
  "path": "/advisors/ma/hourly",
  "url": "https://advisorcensus.com/advisors/ma/hourly/page/6",
  "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": 6,
  "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": 594,
      "name": "Moors & Cabot, Inc",
      "name_as_filed": "MOORS & CABOT, INC",
      "url": "https://advisorcensus.com/firm/moors-and-cabot-inc-boston-ma-594",
      "city": "Boston",
      "state": "MA",
      "years_registered": 31,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149926,
      "name": "MP Financial Services, LLC",
      "name_as_filed": "MP FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/mp-financial-services-llc-springfield-ma-149926",
      "city": "Springfield",
      "state": "MA",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107768,
      "name": "MSA Financial",
      "name_as_filed": "MSA FINANCIAL",
      "url": "https://advisorcensus.com/firm/msa-financial-braintree-ma-107768",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123830,
      "name": "Murray Financial Advisors LLC",
      "name_as_filed": "MURRAY FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/murray-financial-advisors-llc-tyngsboro-ma-123830",
      "city": "Tyngsboro",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306339,
      "name": "Najarian Financial LLC",
      "name_as_filed": "NAJARIAN FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/najarian-financial-llc-braintree-ma-306339",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336725,
      "name": "Napier Financial",
      "name_as_filed": "NAPIER FINANCIAL",
      "url": "https://advisorcensus.com/firm/napier-financial-braintree-ma-336725",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342479,
      "name": "Nashoba Valley Wealth Management",
      "name_as_filed": "NASHOBA VALLEY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/nashoba-valley-wealth-management-342479",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174195,
      "name": "NAV Wealth Management LLC",
      "name_as_filed": "NAV WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/nav-wealth-management-llc-174195",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105378,
      "name": "Needham Advisory Corporation",
      "name_as_filed": "NEEDHAM ADVISORY CORPORATION",
      "url": "https://advisorcensus.com/firm/needham-advisory-corporation-north-andover-ma-105378",
      "city": "North Andover",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105254,
      "name": "Nefpg",
      "name_as_filed": "NEFPG",
      "url": "https://advisorcensus.com/firm/nefpg-burlington-ma-105254",
      "city": "Burlington",
      "state": "MA",
      "years_registered": 44,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123641,
      "name": "Neiman & Associates Financial Services, LLC",
      "name_as_filed": "NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/neiman-and-associates-financial-services-llc-arlington-ma-123641",
      "city": "Arlington",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110562,
      "name": "Nepc, LLC",
      "name_as_filed": "NEPC, LLC",
      "url": "https://advisorcensus.com/firm/nepc-llc-boston-ma-110562",
      "city": "Boston",
      "state": "MA",
      "years_registered": 36,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115911,
      "name": "Neumeier Capital Management, Inc",
      "name_as_filed": "NEUMEIER CAPITAL MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/neumeier-capital-management-inc-115911",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132465,
      "name": "New Century Investment Management, L.L.C.",
      "name_as_filed": "NEW CENTURY INVESTMENT MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/new-century-investment-management-l-l-c-hanover-ma-132465",
      "city": "Hanover",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155528,
      "name": "New Harbor Financial Group, LLC",
      "name_as_filed": "NEW HARBOR FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/new-harbor-financial-group-llc-worcester-ma-155528",
      "city": "Worcester",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107113,
      "name": "Nichols & Pratt Advisers LLP",
      "name_as_filed": "NICHOLS & PRATT ADVISERS LLP",
      "url": "https://advisorcensus.com/firm/nichols-and-pratt-advisers-llp-boston-ma-107113",
      "city": "Boston",
      "state": "MA",
      "years_registered": 31,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117351,
      "name": "Norton Financial Consultants",
      "name_as_filed": "NORTON FINANCIAL CONSULTANTS",
      "url": "https://advisorcensus.com/firm/norton-financial-consultants-medway-ma-117351",
      "city": "Medway",
      "state": "MA",
      "years_registered": 30,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315955,
      "name": "Nubian Square Investment Advisors, LLC",
      "name_as_filed": "NUBIAN SQUARE INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955",
      "city": "Brookline",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132481,
      "name": "O'Rourke & Company, Incorporated",
      "name_as_filed": "O'ROURKE & COMPANY, INCORPORATED",
      "url": "https://advisorcensus.com/firm/o-rourke-and-company-incorporated-boston-ma-132481",
      "city": "Boston",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285166,
      "name": "Odinic Advisors LLC",
      "name_as_filed": "ODINIC ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/odinic-advisors-llc-285166",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118226,
      "name": "Old School Capital LLC",
      "name_as_filed": "OLD SCHOOL CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/old-school-capital-llc-andover-ma-118226",
      "city": "Andover",
      "state": "MA",
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309985,
      "name": "Onboard Financial Management, LLC",
      "name_as_filed": "ONBOARD FINANCIAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/onboard-financial-management-llc-309985",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324966,
      "name": "One Financial Design, LLC",
      "name_as_filed": "ONE FINANCIAL DESIGN, LLC",
      "url": "https://advisorcensus.com/firm/one-financial-design-llc-324966",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147412,
      "name": "Osher Capital Advisors, LLC",
      "name_as_filed": "OSHER CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/osher-capital-advisors-llc-great-barrington-ma-147412",
      "city": "Great Barrington",
      "state": "MA",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 10370,
      "name": "Oshima & Associates",
      "name_as_filed": "OSHIMA & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/oshima-and-associates-boston-ma-10370",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289242,
      "name": "Ouellette Wealth Advisory LLC",
      "name_as_filed": "OUELLETTE WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/ouellette-wealth-advisory-llc-lexington-ma-289242",
      "city": "Lexington",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316388,
      "name": "Oxford Martin, LLC",
      "name_as_filed": "OXFORD MARTIN, LLC",
      "url": "https://advisorcensus.com/firm/oxford-martin-llc-wakefield-ma-316388",
      "city": "Wakefield",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291403,
      "name": "Paceline Wealth Management, LLC",
      "name_as_filed": "PACELINE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/paceline-wealth-management-llc-291403",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310327,
      "name": "Pallas Capital Advisors, LLC",
      "name_as_filed": "PALLAS CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pallas-capital-advisors-llc-braintree-ma-310327",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282730,
      "name": "Pamet Advisors LLC",
      "name_as_filed": "PAMET ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/pamet-advisors-llc-truro-ma-282730",
      "city": "Truro",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133856,
      "name": "Paragon Financial Advisors",
      "name_as_filed": "PARAGON FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/paragon-financial-advisors-newton-ma-133856",
      "city": "Newton",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323902,
      "name": "Parkmount Financial Partners LLC",
      "name_as_filed": "PARKMOUNT FINANCIAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/parkmount-financial-partners-llc-scituate-ma-323902",
      "city": "Scituate",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143644,
      "name": "Peabody River Asset Management, LLC",
      "name_as_filed": "PEABODY RIVER ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/peabody-river-asset-management-llc-cambridge-ma-143644",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110559,
      "name": "Peak Financial Management Inc",
      "name_as_filed": "PEAK FINANCIAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/peak-financial-management-inc-wellesley-ma-110559",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 35,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148216,
      "name": "Peddock Capital Advisors, LLC",
      "name_as_filed": "PEDDOCK CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/peddock-capital-advisors-llc-braintree-ma-148216",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123006,
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    {
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    {
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    },
    {
      "crd_number": 332841,
      "name": "Plain Talk Financial Planning, LLC",
      "name_as_filed": "PLAIN TALK FINANCIAL PLANNING, LLC",
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    {
      "crd_number": 326809,
      "name": "Plan for IT Financial, LLC",
      "name_as_filed": "PLAN FOR IT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/plan-for-it-financial-llc-salem-ma-326809",
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    {
      "crd_number": 291154,
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      "name_as_filed": "PLANDYNAMIC, LLC",
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    {
      "crd_number": 324093,
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      "name_as_filed": "POLARIS INVESTMENT ADVISORS, LLC",
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    {
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      "name_as_filed": "PORTFOLIOSBOSTON",
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    {
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      {
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      },
      {
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      {
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      {
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "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"
  }
}