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

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

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.

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

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.

Joshua Trubow

MSFP, CFP®

Sensible Financial Planning and Management, LLC

Waltham, MA

Richard Fine

Sensible Financial Planning and Management, LLC

Waltham, MA

Jonathan Ullman

Montis Financial

Waltham, MA

Charles Luce

Sensible Financial Planning and Management, LLC

Waltham, MA

Laura Williams

Sensible Financial Planning and Management, LLC

Waltham, MA

Edward Samp

Sensible Financial Planning and Management, LLC

Waltham, MA

Christopher Dalto

Montis Financial

Waltham, MA

Claudia Shilo

Ballentine Partners, LLC

Waltham, MA

Christiane Delessert

Montis Financial

Waltham, MA

Christopher Andrysiak

Sensible Financial Planning and Management, LLC

Waltham, MA

Mary Konetzny

CFP®

Montis Financial

Waltham, 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.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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