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:

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

Fee-Only Financial Planner and Tax Advisor serving Millennials, Baby Boomers, and Retirees from Greater Boston to Southern New Hampshire and the Seacoast from Offices in Amesbury, Burlington, Newburyport and Wilmington.

John Spoto

CFP®, MBA

Sentry Financial Planning, LLC

Andover, MA

Specialties: Financial Planning, Retirement Planning, Investment Management

Georgia Bruggeman

CFP®, MBA

Meridian Financial Advisors

N. Eastham, MA

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

Fee Only Financial Planner Serving the Boston, MA Metro Area and Cape Cod, MA.

I can work with clients anywhere!

David Roth

EA

Newly Wealth, LLC

Littleton, MA

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

Fee-Only financial planner located in Littleton, MA, serving clients locally and across the country

I can work with clients anywhere!

Michael Solari

CFP®

Solari Financial Planning, LLC

Boston, MA

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

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

I can work with clients anywhere!

John Cooney

MBA

Green and Gold Financial Planning, LLC

Middleboro, MA

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

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

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

I can work with clients anywhere!

Glenn Brown

CFP®, CRPC®, MBA

PlanDynamic

Framingham, MA

Specialties: Financial Independence, Comprehensive Financial Planning, Investment Management, Retirement & Income Planning, Multi-Generational Planning, College Education Planning, Tax Planning, Insurance & Risk Management

Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country.

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.

Peter Godino

Boston, MA

George Padula

Modera Wealth Management, LLC

Boston, MA

Mitch Zides

CFA, CFP®

Constant Guidance Financial

North Attleboro, MA

Kate Smith

Elliott Smith Associates

Boston, MA

Robert Siefert

Modera Wealth Management, LLC

Boston, MA

Christopher White

Modera Wealth Management, LLC

Boston, MA

Laurie Burkhardt

Modera Wealth Management, LLC

Boston, MA

Lea Ann Knight

North American Management

Boston, MA

Peter Somich

Modera Wealth Management, LLC

Boston, MA

Andrew J. Cayer

CFP®

Aevitas Wealth Management Inc

Wellesley Hills, MA

Meghan Dwyer

Modera Wealth Management, LLC

Boston, MA

Robert Bartley

CPA, CFP®

Bartley Financial Advisors

Andover, MA

Michael Rose

Modera Wealth Management, LLC

Boston, MA

Kathleen McQuiggan

Artemis Financial Advisors, LLC

Boston, MA

Jane King

Fairfield Financial Advisors Ltd.

Boston, MA

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    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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