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.
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
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
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.
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.
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
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
Refine Your Search
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)
