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:
Lee McGowan
CFA®, CFP®
Monument Group Wealth Advisors, LLC
Concord, 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
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
Ira Rapaport
MST, CPA/PFS, CFP®, CIMA®, AIF®
New England Private Wealth Advisors, LLC
Wellesley, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only wealth manager located in Wellesley, 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.
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
Sheri Cupo
CFP®
SAGEbroadview Wealth Management, LLC
Burlington, MA
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers
Our goal is to be your financial mainstay as you navigate life’s transitions
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.
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.
Ken Hoyt
CFP®, EA
Hoyt Wealth Management
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Westford, MA, serving clients locally, in the Nashoba Valley, and across the country
Daniel Kopp
CFP®
Wise Stewardship Financial Planning, LLC
Woburn, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Fiduciary financial planner located in Woburn, MA, serving clients locally and across the country
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
John Slupski
CFP®
Wingate Wealth Advisors, Inc.
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
J. David Principe
CFP®
SAGEbroadview Wealth Management, LLC
Burlington, MA
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers
Our goal is to be your financial mainstay as you navigate life’s transitions
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
Rand Spero
CFP®, MBA, Ed.M.
Street Smart Financial, LLC
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lexington, MA, 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
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
Jeffrey Meenes
CFP®
Meenes Wealth Partners
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
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
Megan Donnelly
CFP®, ChFC®, MBA, RICP®
Quabbin Advisors, LLC
Wilbraham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Wilbraham, MA, serving clients locally and across the country
John Kochevar
CFP®
Kochevar Financial Planning, LLC
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
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
Matt Lasker
CFP®, CMFC®
Wingate Wealth Advisors, Inc.
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
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.
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
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.
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
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.
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.
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
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 in Groton, MA and Serving Clients Nationwide
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
Teo Ferreira
CFP®, CRPC®
Wingate Wealth Advisors, Inc.
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
Jennifer Lane
CFP®
Compass Planning Associates
Wellesley Hills, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional working with you remotely and from our offices in Wellesley, Mass.
Stephen Ahern
CFP®, CPA, PFS, AEP®, MST
Wealth Management Advisors, LLC
Tewksbury, 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
Annie McQuilken
MS, CFP®
Forever Financial Advisors
Boston, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor specializing in intergenerational wealth
Jane Evelyn
CFP®
Beck Bode LLC
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 Kennebunkport, ME, and serving clients nationwide
Bradley Clark
CFP®, MBA
Clark Asset Management, LLC
Andover, 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 $7,500 per year.
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.
Christopher Annello
CFP®
SAGEbroadview Wealth Management, LLC
Burlington, MA
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > We also offer solutions designed specifically for Young Professionals in the early stages of their careers, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning)
Our goal is to be your financial mainstay as you navigate life’s transitions
Jeffrey White
CFP®, CFA®, CLU®, ChFC®, CFS, RHU®
Wingate Wealth Advisors, Inc.
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
David McPherson
CFP®
Four Ponds Financial Planning, LLC
Mashpee, 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
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 Boston, MA, serving clients locally and across the country
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
Timothy Nash
CFP®, CFA®, CAIA®
Aequitas Investment Advisors, LLC
Hingham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Hingham, MA, serving clients locally and across the country
John Konetzny
CFP® EA
The Practical Planner, LLC
Groton, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only Financial Planner in Groton, MA and Serving Clients Nationwide Virtually
Charles Johnson
CFP®
Resolute Financial, LLC
Newburyport, MA
Specialties: Retirement Income Planning, Tax Strategies, Roth Conversions, Preserving Capital
Fee-Only financial planner located in Newburyport, MA; and North Port, FL
Andi McNamara
CFP®
Wingate Wealth Advisors, Inc.
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
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
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.
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.
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.
Michael Morton
ChFC®
Morton Financial Advice
Harvard, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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.
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
T.J. 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
Scheduling your first phone call and going through our free assessment will help you make an informed decision about hiring us. One flat transparent fee includes the management of all your investment accounts + ongoing financial and tax planning.
Lawrence Annello
CFP®, CPA/PFS
SAGEbroadview Wealth Management, LLC
Burlington, MA
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers
Our goal is to be your financial mainstay as you navigate life’s transitions
Kelsey Brennan
CFP®
Perennial Advisors Group
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Westford, MA, serving clients locally and across the country
John Cooney
MBA
Green and Gold Financial Planning, LLC
Middleboro, MA
Specialties: Financial Planning, Retirement Planning, Investment Advice, Business Planning, Estate Services, Education Planning
Maureen Demers
CFP®
Demers Financial Planning
North Andover, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North Andover, MA, serving clients locally and across the country
Jay Abolofia
PhD, CFP®
Lyon Financial Planning
Waltham, MA
Specialties: Comprehensive Planning, Hourly Planning, Data-Driven Approach
Comprehensive and Hourly Financial Planning. Personalized Retirement Planning. Working Virtually and Accepting New Clients.
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
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
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
Tricia Rosen
CFP®, MBA, EA
Access Financial Planning, LLC
Andover, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation Planning, Special Needs Planning
Fee-Only financial planner located in Andover, MA, serving clients locally and across the country. Specializing in retirement income and distribution planning, investment management, tax planning, and equity compensation planning for women.
Maura Griffin
CFP®, MBA, CDFA®
Blue Spark Capital Advisors
Lenox, MA
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, We have a $1 million minimum account size.
Fee-Only Financial Planner serving women in New York City and the Berkshires
Gary Pomerantz
CFP®
Wingate Wealth Advisors, Inc.
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
Jeffrey B. Augustine
CFA, CFP®
Augustine Financial Solutions LLC
Needham, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Needham, MA, serving clients locally and across the country
Janice Swenor
Westminster, MA
Peter Godino
Boston, MA
Gayle Colman
Co-founder, CFP® Practitioner, Certified Integral Coach
Colman Knight Advisory Group LLC
Acton, MA