Massachusetts Fee-Only Financial Advisors, Planners, and Investment Managers

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.

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Fee-Only Financial Planners in Massachusetts:

William Simpson

CFP®, MBA

Resolute Financial, LLC

Lynnfield, MA

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

Fee Only Financial Planner Located in Portsmouth, NH and Serving Clients Nationwide

Jeffrey Meenes

CFP®

Blueprint Financial Planning

Shrewsbury, MA

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

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

Charles Johnson

CFP®

Resolute Financial, LLC

Lynnfield, MA

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

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

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.

Jared Hoole

CFP®, MST

Lakeside Financial Planning

Burlington, MA

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

Fee-Only Financial Planning in Windham, New Hampshire and Burlington, Massachusetts

John Spoto

CFP®, MBA

Sentry Financial Planning, LLC

Andover, MA

Specialties: Financial Planning, Retirement Planning, Investment Management

Steve Taylor

CFP®

Colt Financial, LLC

Franklin, MA

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

Fee-Only Financial Planner serving the Norfolk County area and beyond.

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

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.

Michelle Morris

CFP®, EA

BRIO Financial Planning

Quincy, MA

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

Fee-Only financial planner located in Quincy, 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 Konetzny

CFP® EA

The Practical Planner, LLC

Groton, MA

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

Fee-Only Financial Planner With Offices in Groton, MA and Maynard, MA and Serving Clients Nationwide

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 Serving Clients Nationwide

David Martula

CFP®, MBA

Fee-Only Financial Planning

Hadley, MA

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

Fee Only Financial Planner Located in Hadley, MA and Serving Clients Nationwide

Jill Hennessey

CFP®

Drumlin Financial Advisory

Lancaster, MA

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

Fee Only Financial Planner Located in Lancaster, MA and serving clients in Boston Metrowest, Worcester and Middlesex counties

J. David Principe

CFP®

SageBroadview Financial Planning

Burlington, MA

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

We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers

John Cooney

MBA

Green and Gold Financial Planning, LLC

Middleboro, MA

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

Lawrence Annello

CFP®, CPA/PFS

SageBroadview Financial Planning

Burlington, MA

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

We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers

Maura Griffin

CFP®, MBA, CDFA®

Blue Spark Capital Advisors

Lenox, MA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Fee-Only Financial Planner serving women in New York City and the Berkshires

Christopher Annello

CFP®

SageBroadview Financial Planning

Burlington, MA

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

We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers

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

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning, LLC

Fairhaven, MA

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

Fee-Only Financial Planner serving clients nationwide from offices in Fairhaven, MA and Bethesda, MD.

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.

Paul Pignone

CFP®, CLU®, ChFC®, AIF®

Boston Retirement Advisors

Woburn, MA

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

Fee-Only Financial Advisor located in Salem, NH and serving clients nation-wide.

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

Kevin Nulton

JD, CFP®

Titanium Advisors, LLC

Newton, MA

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

Fee-Only Financial Planner with offices in Franklin and Newton, MA and Quechee, VT.

Sheri Cupo

CFP®

SageBroadview Financial Planning LLC

Burlington, MA

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

Experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers

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.

Jane Evelyn

CFP®

Beck Bode Wealth Management

Dedham, MA

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

Fee Only Financial Planner Located in Dedham, MA and Kennebunk, ME, and serving clients nationwide

Beth Remick

CFP®, MBA

Ithaka Financial Planning, LLC

Mattapoisett, MA

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

Fee-Only Financial Planner serving clients nationwide from offices in Bethesda, MD and Mattapoisett, MA.

Walter Herlihy

CFP®, CLU®, ChFC®

Beacon Financial Planning, Inc.

Easton, 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

Robert Ryan

JD, CFP®

Resolute Financial, LLC

Newburyport, MA

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

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

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.

Georgia Bruggeman

CFP®, MBA

Meridian Financial Advisors

Holliston, 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.

Lauren Locker

CFP®

Locker Financial Services, LLC

Framingham, MA

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

Fee-Only Financial Advisor with offices New Jersey and Massachusetts

Anthony Salotto

CFP®, EA

Delphinus Financial Advisors, LLC

Foxboro, MA

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

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

John Kochevar

CFP®

Kochevar Financial Planning

Grafton, MA

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

Fee Only Financial Planner located in Grafton, MA and serving the greater Boston area and clients nationwide

Peter Canniff

CFP®

Advanced Portfolio Design, LLC

Westford, MA

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

Fee-Only Financial Advisor located in Westford, MA and serving the entire region and clients across the country.

Joshua Trubow

MSFP, CFP®

Sensible Financial Planning and Management

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

Patricia Konetzny

CFP® EA

The Practical Planner, LLC

Maynard, MA

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

Fee-Only Financial Planner With Offices in Groton, MA and Maynard, MA and Serving Clients Nationwide

Mitch Zides

CFA, CFP®

Constant Guidance Financial

North Attleboro, MA

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

Fee-Only Wealth Advisor serving North Attleboro, Mansfield, Norton, Plainville, Newton, Boston, Wellesley, Rhode Island, and serving surrounding communities. Office in North Attleboro

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

Gregory Fenton

CFP®, BS

Cambridge Cape Cod Advisors

Sandwich, MA

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

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

Stephanie Griebel

CFP®

Resolute Financial

Lynnfield, MA

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

Fee-Only financial planner located in Portsmouth, NH, serving clients locally and across the country

Ken Hoyt

Perennial Advisors Group

Westford, MA

Lynne Nahigyan

Seamark Financial Services, Inc.

Mattapoisett, MA

Robert Lepson

Adviser Investments

Newton, MA

Michael Rose

Modera Wealth Management, LLC

Boston, MA

George Padula

Modera Wealth Management, LLC

Boston, MA

John R. Goddard

Pinney & Scofield, Inc.

Cambridge, MA

Timothy Brennan

Ariadne Wealth Advisors

Pembroke, MA

Vera Kelsey-Watts

Peace of Money

Watertown, MA

Dana Levit

Paragon Financial Advisors

Newton, MA

Nola Kulig

Garrett Investment Advisors

Longmeadow, MA

Kymberlee Knight

Sensible Financial Planning and Management, LLC

Waltham, MA

Robert Maeder

Financial Navigators Inc.

Groton, MA

Jeanne Bernardin

Meridian Financial Advisors, LLC

Holliston, MA

Matthew Conroy

Argent Wealth Management, LLC

Waltham, MA

Eric Olsen

Olsen Family Financial, LLC

Waltham, MA

Timothy Nash

Aequitas Investment Advisors, LLC

Hingham, MA

Quentara Costa

Certified Financial Planner, Notary Public

POWWOW, LLC

North Andover, MA

Ira Rapaport

New England Private Wealth Advisors, LLC

Wellesley, MA

Charlo Maurer

Peace of Money

Watertown, MA

Tanya Vecchi

Resolute Financial, LLC

Newburyport, MA

Philip Stockton

TechGen Financial

Walpole, MA

Frank Napolitano

Sensible Financial Planning and Management, LLC

Waltham, MA

Kathleen McQuiggan

Artemis Financial Advisors, LLC

Boston, MA

Spencer Henderson

Aequitas Investment Advisors, LLC

Hingham, MA

Lawrence Preston

Preston Financial Services, Inc.

Auburndale, MA

Sharon Rich

Womoney

Belmont, MA

Benjamin Beck

Beck Bode Wealth Management

Dedham, MA

Daniel Candura

PennyTree Advisers, LLC

Braintree, MA

Lynn Waples

Argent Wealth Management, LLC

Waltham, MA

Joseph Finn

Argent Wealth Management, LLC

Waltham, MA

Wendy Marsden

ProsperiTea Planning

Greenfield, MA

Noreen Dillon

Aequitas Investment Advisors, LLC

Hingham, MA

David McPherson

Four Ponds Financial Planning, LLC

Falmouth, MA

Meghan Dwyer

Modera Wealth Management, LLC

Boston, MA

Thomas Dwyer

Resolute Financial, LLC

Newburyport, MA

Gayle Colman

Colman Knight Advisory Group LLC

Carlisle, MA

Lee McGowan

Monument Group Wealth Advisors, LLC

Concord, MA

Christopher White

Modera Wealth Management, LLC

Boston, MA

Lea Ann Knight

North American Management

Boston, MA

Kathleen Mealey

Sensible Money, LLC

Marblehead, MA

Robert Bartley

CPA, CFP®

Bartley Financial Advisors

Andover, MA

David Linnard

Linnard Financial Management and Planning, Inc.

Boxborough, MA

Laurie Burkhardt

Modera Wealth Management, LLC

Boston, MA

Edward Samp

Sensible Financial Planning and Management, LLC

Waltham, MA

Peter Godino

Boston, MA

Robert Siefert

Modera Wealth Management, LLC

Boston, MA

Laura Williams

Sensible Financial Planning and Management, LLC

Waltham, MA

Susan Moore

Moore Financial Advisors, Ltd.

Watertown, MA

Susan Miller

Aurora Financial Advisors LLC

Wellesley, MA

Therese Nicklas

The Wealth Coach for Women Inc.

Rockland, MA

Christopher Dalto

Montis Financial

Waltham, MA

Robert Hurley

Stoddard Management Company

Rockland, MA

Susan Brown

Sound View Financial Advisors, LLC

Walpole, MA

Rand Spero

Street Smart Financial, LLC

Lexington, MA

Kathleen Dollard

Nashoba Financial Planning

Harvard, MA

Ellen Ginsberg

Harbor Asset Planning, Inc.

Belmont, MA

George Paquin

Resolute Financial, LLC

Chelmsford, MA

Beth Gamel

Argent Wealth Management, LLC

Waltham, MA

Thomas Wade

Devonshire Asset Management, Inc.

Stoneham, MA

James Pinney

Pinney & Scofield, Inc.

Cambridge, MA

Glen Martin

F.L.Putnam Investment Management Company

Wellesley, MA

Jonathan Ullman

Montis Financial

Waltham, MA

Wayne Morrill

Morrill Financial Services

Scituate, MA

Cheryl Costa

Woodside Wealth Management LLC

Framingham, MA

Beverly Chapman

Values: Financial Counseling & Education

Newton, MA

Rick Spillane

Spillane Financial Planning, Inc.

North Reading, MA

Richard Colman

Colman Knight Advisory Group LLC

Carlisle, MA

Richard Fine

Sensible Financial Planning and Management, LLC

Waltham, MA

Phuong Luong

Just Wealth, LLC

Cambridge, MA

Christiane Delessert

Montis Financial

Waltham, MA

Warner Henderson

Aequitas Investment Advisors, LLC

Hingham, MA

Philip Lee

CFP®

Financially In Tune, LLC

Wakefield, MA

Jay Abolofia

Sensible Financial Planning and Management, LLC

Waltham, MA

Maureen Demers

CFP®

Demers Financial Planning

North Andover, MA

Peter Somich

Modera Wealth Management, LLC

Boston, MA

Kimberly Morrow

Argent Wealth Management, LLC

Waltham, MA

John Perkins

Jeffrey N. Mehler, CFP LLC

Leeds, MA

Janet Friedman

Abaris Financial Group LLC

Concord, MA

Jane King

Fairfield Financial Advisors Ltd.

Boston, MA

Janice Swenor

Westminster, MA

Bradley Clark

Clark Asset Management, LLC

Andover, MA

James Bode

Beck Bode Wealth Management

Dedham, MA

Jennifer Morrell

Nevils Financial, LLC

Wakefield, MA

Debbie Levenson

CFP®, MBA

Levenson Wealth LLC

Newton, MA

Kristofor Behn

Fieldstone Financial

Mansfield, MA

Kimberley Feeney Zollo

Essex Capital Management LLC

Lynnfield, MA

David Carpenter

Perennial Advisors Group, LLC

Westford, MA

Kate Smith

Elliott Smith Associates

Boston, MA

Michelle Fallon

Aequitas Investment Advisors, LLC

Hingham, MA

Claudia Shilo

Ballentine Partners, LLC

Waltham, MA

Kathryn Lund

Mosaic Financial Advisors, LLC

Westford, MA

Kristin McFarland

Darrow Wealth Management

Concord, MA

Jeanne Sullivan

Financially In Tune, LLC

Wakefield, MA

Stephen Gorman

Gorman Financial Management

Hingham, MA

Michael Gross

Rising Tides Financial, LLC

Needham, MA

Thomas McFarland

Darrow Wealth Management

Concord, MA

Charles Luce

Sensible Financial Planning and Management, LLC

Waltham, MA

Jeffrey Augustine

Augustine Financial Solutions LLC

Needham, MA

Gary Pomerantz

East Coast Asset Management

Essex, MA

William Baldwin

Argent Wealth Management, LLC

Waltham, MA

Richard Kahn

Argent Wealth Management, LLC

Waltham, MA

William Sylvia

Great Oak Capital Partners

South Easton, MA

Robert Dossett

Waypoint Financial Planning LLC

Southborough, MA

Eric Sneider

Bromfield Financial Advisory Group, Inc.

Cambridge, MA

Margaret McGillin

Journey Wealth Partners

Concord, MA

Barbara Nevils

Nevils Financial, LLC

Wakefield, MA

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)

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