Fee-Only Financial Planners in Boston, MA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Boston, MA:

Stephen Ahern

CFP®, CPA, PFS, AEP®, MST

Wealth Management Advisors, LLC

Boston, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor With offices in Tewksbury and Boston, MA as well as Naples FL. Serving Clients in New England, South Florida and the greater United States

Leigh Bivings

CFP®, PhD, CDFA®

Artemis Financial Advisors

Boston, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the Boston, MA area.

Walter Herlihy

CFP®, CLU®, ChFC®

Beacon Financial Planning, Inc.

Boston, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located Boston, MA and Serving Clients Nationwide

Jennifer Lane

CFP®

Compass Planning Associates

Boston, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only CERTIFIED FINANCIAL PLANNERâ„¢ with offices in Boston and Newton, Mass.

Michael Solari

CFP®

Solari Financial Planning, LLC

Boston, MA

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner With Offices in Bedford NH, Nashua NH, and now Boston MA

Steve Stanganelli

CFP®, CRPC®, AEP®, CCFS®

Clear View Wealth Advisors, LLC & Boston Tax Planners

Amesbury, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Plan Well. Invest Smart. Live Better. Fee-Only Financial Planner serving Baby Boomers to Millenials in Greater Boston through southern and Seacoast New Hampshire with Offices in Amesbury, Burlington, Newburyport and Wilmington

Eric Roberge

CFP®

Beyond Your Hammock

Boston, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

I help you organize your finances and make a plan to transform your six-figure income into financial freedom and peace of mind.

Sarah Hodge

CFP®

Compass Planning Associates

Boston, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only CERTIFIED FINANCIAL PLANNERâ„¢ with offices in Boston and Newton, Mass.

Kelly Luethje

CFP®, MBA

Willow Planning Group

Boston, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Financial Planning for Life's Adventures.

John Spoto

CFP®, MBA

Sentry Financial Planning, LLC

Andover, MA

Specialties: Financial Planning, Retirement Planning, Investment Management

John Cooney

MBA

Green and Gold Financial Planning, LLC

Brockton, MA

Specialties: Financial Planning, Retirement Planning, Investment Advice, Business Planning, Estate Services, Education Planning

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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