Fee-Only Financial Planners in Newton, 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 Newton, MA:

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 PLANNERâ„¢ with offices in Boston and Newton, Mass.

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.

Dana Levit

Paragon Financial Advisors

Newton, MA

Robert Lepson

Adviser Investments

Newton, MA

Beverly Chapman

Values: Financial Counseling & Education

Newton, MA

Debbie Levenson

CFP®, MBA

Levenson Wealth LLC

Newton, 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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