Fee-Only Financial Advisors in Boston, MA

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Boston, MA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Boston, MA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Nicholas Stevens

CFP®

Evergreen Retirement Planning

Boston, MA

Specialties: Comprehensive Financial Planning, Cash Flow Anaylsis, Retirement Income Planning, Estate Planning, Investment Management, Social Security Analysis, Benefits Review

Fee-Only financial planner located in Boston, MA, serving clients in Boston and surrounding suburbs with office locations in Burlington, Arlington, Cambridge and Needham.

I can work with clients anywhere!

Patrick Donovan

CFP®

EP Wealth Advisors

Westwood, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Rick Miller

CFP®, PhD

Sensible Financial Planning

Waltham, MA

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

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

I can work with clients anywhere!

Chris Chen

CFP®, CDFA®

Insight Financial Strategists LLC

Newton, MA

Specialties: Retirement Income Planning, Tax Planning, Post Divorce Financial Planning, Investment Management, Legacy Planning, Expatriation (leaving the country to live)

Fee-Only financial planner in Boston, MA, serving the entire region and clients across the country

I can work with clients anywhere!

Jeremy Bohne

MBA

Paceline Wealth Management

Boston, MA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Employer Stock Options (ISO, NSO), Restricted Stock, and RSU - IPO, M&A, and Job Offer Negotiation, College Education Planning, Homebuying

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

I can work with clients anywhere!

Jake Shuman

EP Wealth Advisors

Norwood, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

William Corcoran

EP Wealth Advisors

Westwood, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Anthony Salotto

CFP®, EA

Delphinus Financial Advisors, LLC

Mansfield, MA

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

Fee-Only Financial Advisor serving the Mansfield, Foxboro, and Greater Boston, MA area

I can work with clients anywhere!

Thomas Fisher

CFP®

Fisher Financial Strategies

Cambridge, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, College Education Planning, Tax Planning, Hourly Financial Planning Services, Investment Advice without Ongoing Management

Fee-Only Financial Advisor serving Cambridge and Boston, MA

I can work with clients anywhere!

Brian Mulvey

EP Wealth Advisors

Westwood, MA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

TJ van Gerven

CFP®

Modern Wealth Builders, LLC

Woburn, MA

Specialties: Ongoing Financial Planning & Wealth Management, Evidence Based Investment Management, Life Goal Planning, New Couple Financial Coaching, Leveraging Financial Technology

My focus is on serving professionals, primarily in their thirties and forties, who receive equity as a portion of their compensation and are seeking to maximize their income to plan for financial flexibility and independence.

I can work with clients anywhere!

William Sylvia Jr.

CFP®

Great Oak Capital Partners

South Easton, MA

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

We provide fiduciary, fee-only wealth management rooted in transparency, logic, and independence. With offices located in South Eastern Massachusetts and South Eastern Florida, we serve clients locally and across the country.

I can work with clients anywhere!

Shaun Erickson

CFP®

Single Point Partners

Boston, MA

Specialties: Comprehensive Financial Planning, Tax Planning, Financial Life Organization, Accountability Partner, Investment Management

Single Point provides project management for your financial life.

I can work with clients anywhere!

Steve Stanganelli

CFP®, CRPC®, AEP®, CCFC®

Clear View Wealth Advisors, LLC & Boston Tax Planners

Amesbury, MA

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

I can work with clients anywhere!

Kelly Luethje

CFP®, MBA

Willow Planning Group, LLC

Boston, MA

Specialties: Comprehensive Financial Planning, Setting personalized financial goals, Cash-flow based, Stock options and equity compensation, Merging finances with partner

Financial Planning for Life's Adventures.

I can work with clients anywhere!

Peggy McGillin

CFP®

Journey Wealth Partners

Nantucket, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation, Stock Options

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

I can work with clients anywhere!

Eric Roberge

CFP®

Beyond Your Hammock

Boston, MA

Specialties: Comprehensive Financial Planning, Wealth & Investment Management, Equity Compensation Strategy, Holistic Life & Goal Planning, Financial Independence, Tax Planning

Beyond Your Hammock is an innovative, independent wealth management firm providing fee-only financial planning advice and investment management to motivated, self-made professionals in their 30s and 40s.

I can work with clients anywhere!

Bradley Clark

CFP®, RICP®, MBA

Clark Asset Management, LLC

Waltham, MA

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

We offer our bundle of investment management & financial planning for a simple fixed flat fee of $9,500 per year.

I can work with clients anywhere!

Saurin Makim

Baystate Wealth Advisors LLC

Newton, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax & Estate Planning, Equity Compensation

Fee-only Boston Financial Advisor, serving clients locally and across the country

I can work with clients anywhere!

Michael Morton

CFP®, RLP®, ChFC®

Morton Financial Advice

Harvard, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Budgeting, Debt Management, and Emergency Fund Review, Investment Management, College Education Planning, Tax Planning and Management, Estate Planning, Insurance Analysis

Morton Financial Advice offers hourly, fee-only planning and wealth management services. We work ongoing with our clients to implement their plans, continually educate and support their financial success.

I can work with clients anywhere!

Joe Calvetti

CPA

Still River Financial Planning

Ayer, MA

Specialties: Comprehensive Financial Planning, College Education Planning, Tax Planning, Prioritizing Financial Goals, Retirement Planning

Fee-only financial planning for young families and professionals. Located in the Boston, MA area and serving clients locally and across the country.

I can work with clients anywhere!

Susan Danson

CFP®

New Shore Financial LLC

Needham, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Needs Analysis, Accountability and Follow Through

Fee Only advisor located in Wrentham MA, serving professional women in the greater Boston MA and Providence RI areas and virtually throughout the United States.

I can work with clients anywhere!

Christopher Lazzaro

ChFC®

Plan For It Financial, LLC

Swampscott, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Insurance Analysis, Cash Flow and Debt Management, Retirement Planning, Charitable Giving

Advice-Only financial planner located in Boston, MA, serving clients locally and across the country. Ongoing, project based, and hourly services are available.

I can work with clients anywhere!

David McPherson

CFP®

Four Ponds Financial Planning, LLC

Boston, MA

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

Fee-Only financial planner with offices in Boston and Mashpee, MA, serving clients locally and across the country

I can work with clients anywhere!

Andrew Chan

CFP®, CIMA®

Locker Financial Services

Framingham, MA

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

Fee Only Financial Planner Located in Framingham, MA and Little Falls, NJ and Serving Clients Nationwide

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, Tax Planning, Multi-Generational Planning, Elder Care Planning, College Education Planning, Growing Passive Income, Insurance & Risk Management, Cash Flows & Budgeting, Debt Management

Fee-Only Certified Financial Planner™, Chartered Retirement Planning Counselor and Investment Manager located in Framingham, MA, serving clients locally and across the country.

I can work with clients anywhere!

Vincent Renaut

CFP®

Pier 42 Advisors

South Dennis, MA

Specialties: High Net Worth Strategies, Legacy Planning Retirement Income Strategies, Comprehensive Financial Planning, Cash Flow Planning, Tax Minimization Strategies, Investment Management, Estate Planning, Small Business Planning

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

I can work with clients anywhere!

Kevin Arruda

CFA®, CFP®, CKA®

Cornerstone Financial Management LLC

Burlington, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving, Estate Planning, Risk Management, Cash Flow Management, Tax Planning

As you journey through life, financial decisions become more complex, and hard to navigate alone. We partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.

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!

Jay Abolofia

PhD, CFP®

Lyon Financial Planning

Waltham, MA

Specialties: Comprehensive Planning, Advice-Only, Economics-Based Approach, Hourly Planning

Advice-Only Comprehensive & Hourly Financial Planning for a Flat Fee. Working Virtually and Accepting New Clients.

I can work with clients anywhere!

Michael Gross

CFP®, CPA, MST

Rising Tides Financial, LLC

Needham, MA

Specialties: Comprehensive Financial Planning, Real Estate / Financing, Retirement Planning, Tax Planning, Investment Management

As a financial planner and a CPA, I will help you achieve your life goals and to secure your financial future with a focus on minimizing your income taxes.

I can work with clients anywhere!

Annie McQuilken

MS, CFP®, CFT-I®™

Forever Financial Advisors, LLC

Boston, MA

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

Fee-Only Financial Advisor specializing in intergenerational wealth

I can work with clients anywhere!

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!

Robert Bartley

CPA, CFP®

Bartley Financial Advisors

Andover, MA

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

Fee-Only financial planner located in Andover, MA and Bedford, NH, serving clients locally and across the country. Please visit our website www.bartleyfinancial.com for more information.

I can work with clients anywhere!

Brett Spencer

CFP®, CEPA, GFP (USA)

Impact Financial LLC

Boston, MA

Specialties: Comprehensive Financial Planning, Business Ownership Planning, Impact Investing/ESG/SRI, Cross Boarder/Ex Pat Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country

Edward Smith

CFP®, MBA

Valor Wealth Partners

Boston, MA

Jonathan Loer

CFP®

Renaissance Wealth Advisors

Auburndale, MA

Silvia Manent

CFA®, CFP®

Manent Capital

CONCORD, MA

Ashley Rittershaus

CFP®

Curious Crow Financial Planning

Revere, MA

Julia Colantuono

CFP®, APMA®

One Financial Design

Westborough, MA

Sunil Harpalani

CPA

Holistic View Financial

Jamaica Plain, MA

John Cooney

MBA

Green and Gold Financial Planning, LLC

Middleboro, MA

James Pelletier

MBA

Wedmont Private Capital

Marlborough, MA

Mitch Zides

CFA, CFP®

Constant Guidance Financial, LLC

North Attleboro, MA

Kathleen McQuiggan

Artemis Financial Advisors, LLC

Boston, MA

Matthew Hodges

CFP®, CFA®

Dreamfield Planning Group, LLC

Milton, MA

John Spoto

CFP®, MBA

Sentry Financial Planning, LLC

Andover, 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.


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