Fee-Only Financial Advisors in Wellesley, MA

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Wellesley, MA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Wellesley, MA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Jennifer Lane

CFP®

Compass Planning Associates

Westwood, 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

I can work with clients anywhere!

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

NEPWA provides highly customized and integrated investment advisory/wealth planning services, while striving to deliver exceptional client care.

I can work with clients anywhere!

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

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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

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