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:

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.

Lynn Dunston

CFP®, EA, M.Div., Th.M.

Moneta

Boston, MA

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

Fee-Only financial planner located in Denver, CO, serving clients locally and across the country

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

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

Matthew Hodges

CFP®, CFA®

Dreamfield Planning Group, LLC

Milton, MA

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

Empowering families to achieve their dreams through holistic financial planning.

I can work with clients anywhere!

Eric Roberge

CFP®

Beyond Your Hammock

Boston, MA

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

I provide fee-only, fiduciary advice, investment management, and financial planning in Boston to help my clients achieve financial clarity, make mindful and informed decisions, and use money as a tool to design a life they love now and in the future.

James Pelletier

MBA

Wedmont Private Capital

Marlborough, MA

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

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

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

Peggy McGillin

CFP®

Journey Wealth Partners

Nantucket, MA

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

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

Laura Higgins

CFP®, MBA

Approachable Financial Planning

Rockport, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Retirement Savings, Cash Flow Planning

I provide fee-only financial advice to help you to solve your most pressing issues, ensure that you are on track to achieve your goals, and offer advice to help you manage your investments

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.

Susan Danson

CFP®

New Shore Financial LLC

Wrentham, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Needs Analysis

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

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

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.

Carroll Hayes

MBA, CFP®

Charles Carroll Financial Partners

Plymouth, MA

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

Fee-Only financial planner located in Massachusetts and Virginia, serving clients locally and across the country

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.

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.

Dina Megretskaia

CFP®, EA

Modera Wealth Management

Boston, MA

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

Fee-Only financial planner located in Boston, 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.

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

Are you looking for help in managing your employee stock compensation? I help equity compensated employees optimize taxes, diversify concentrated company stock positions, and plan for financial independence.

David McPherson

CFP®

Four Ponds Financial Planning, LLC

Boston, MA

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

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

Kathleen McQuiggan

Artemis Financial Advisors, LLC

Boston, MA

Specialties: Women & Wealth, Comprehensive Financial Planning, Sustainable Investing, Retirement Income Planning, Investment Management

Money and Power. Women need more of both. A financial planner specializing in working with successful women, located in Boston, MA, but serving clients virtually across the country

I can work with clients anywhere!

Steve Stanganelli

CFP®, CRPC®, AEP®, CCFS®, 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.

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.

Jay Abolofia

PhD, CFP®

Lyon Financial Planning

Waltham, MA

Specialties: Comprehensive Planning, Advice-Only, Data-Driven Approach

Comprehensive Financial Planning for a Flat Fee. Working Virtually and Accepting New Clients.

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

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.

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!

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.

Mark Haser

MBA, CFP®

Artemis Financial Advisors

Boston, MA

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

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

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.

Chris Chen

CFP®, CDFA®

Insight Financial Strategists LLC

Newton, MA

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

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

Mitch Zides

CFA, CFP®

Constant Guidance Financial, LLC

North Attleboro, MA

Jonathan Loer

CFP®

Renaissance Wealth Advisors

Auburndale, MA

Meghan Dwyer

Modera Wealth Management, LLC

Boston, MA

George Padula

CFA, CFP®

Modera Wealth Management, LLC

Boston, MA

Christopher White

Modera Wealth Management, LLC

Boston, MA

Laurie Burkhardt

Modera Wealth Management, LLC

Boston, MA

Robert Siefert

Modera Wealth Management, LLC

Boston, MA

Kate Smith

Elliott Smith Associates

Boston, MA

Victoria Consoles

CFP®

Modera Wealth Management, LLC

Boston, MA

John Cooney

MBA

Green and Gold Financial Planning, LLC

Middleboro, MA

Sunil Harpalani

CPA

Holistic View Financial

Jamaica Plain, MA

Kate Scherlis

Elliott Scherlis Associates

Boston, MA

Richard Davies

O'Brien Wealth Partners LLC

Boston, MA

Silvia Manent

CFA®, CFP®

Manent Capital

CONCORD, MA

Peter Somich

Modera Wealth Management, LLC

Boston, MA

Jay Karamourtopoulos

CFP®

Hereford Financial

Boston, MA

Andrew Cayer

CFP®

Aevitas Wealth Management, Inc.

Wellesley, MA

John Spoto

CFP®, MBA

Sentry Financial Planning, LLC

Andover, MA

Kevin Arruda

CFA®, CFP®, CKA®

Cornerstone Financial Management LLC

Burlington, MA

Michael Morton

ChFC®

Morton Financial Advice

Harvard, 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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