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Financial advisors · Massachusetts

Fee-only financial advisors in Boston, MA

From SEC and state Form ADV filingsUpdated 2026-11-07

115 fee-only investment advisers have offices in Boston, Massachusetts, according to their Form ADV filings with the SEC and state regulators. 62 offer hourly or flat-fee arrangements, 49 charge only a percentage of the assets they manage, and 52 provide financial planning. 96 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 5 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Paid partly in stock? Boston is home to large offices of Google, Amazon, Microsoft. Before you meet an adviser, read our plain-English guides to Google, Amazon, Microsoft, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.

Showing 115 of 115

Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 · (857) 255-2100

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$19.8B
Individual clients
5,951
Advisory staff
63
Registered with
SEC

Profile · Website · SEC record

Winthrop Wealth

321 Columbus Ave 3rd FL, Boston, MA 02116 · (617) 530-1010

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$3.1B
Individual clients
2,405
Advisory staff
27
Registered with
SEC

Profile · Website · SEC record

Claro Advisors Inc.

100 High Street Suite 950, Boston, MA 02110 · (800) 604-2838

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.4B
Individual clients
1,092
Advisory staff
18
Registered with
SEC

Profile · Website · SEC record

Mayflower Advisors

265 Franklin Street Suite 401, Boston, MA 02110 · (617) 259-1767

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$5.8B
Individual clients
926
Advisory staff
27
Registered with
SEC

Profile · Website · SEC record

Appleton Partners, Inc.

One Post Office Square 5th Floor, Boston, MA 02109 · (617) 338-0700

  • Percentage of assets
  • Financial planning
Assets managed
$12.6B
Individual clients
782
Advisory staff
31
Registered with
SEC

Profile · Website · SEC record

Choate Investment Advisors

Two International Place Suite 3000, Boston, MA 02110 · (617) 973-4900

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$10.0B
Individual clients
614
Advisory staff
20
Registered with
SEC

Profile · Website · SEC record

Wealth Effects

265 Franklin Street Suite 1702, Boston, MA 02110 · (617) 465-2560

  • Percentage of assets
  • Financial planning
Assets managed
$472M
Individual clients
596
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

O'Rourke & Company, Incorporated

84 State Street Suite 840, Boston, MA 02109 · (617) 482-4200

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$555M
Individual clients
580
Advisory staff
2
Registered with
SEC

Profile · SEC record

Anchor Capital Advisors LLC

Two International Place Suite 2110, Boston, MA 02110 · (617) 338-3800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.4B
Individual clients
474
Advisory staff
15
Registered with
SEC

Profile · Website · SEC record

Wincap Financial LLC

55 Union Street, Boston, MA 02108 · (617) 590-3250

  • Percentage of assets
  • Financial planning
Assets managed
$223M
Individual clients
270
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Cambridge Associates, LLC

115 Federal Street, Boston, MA 02110 · (617) 457-7500

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Subscription
  • Financial planning
Assets managed
$326.7B
Individual clients
213
Advisory staff
424
Registered with
SEC

Profile · Website · SEC record

Single Point Partners

277 Dartmouth Street 4th Floor, Boston, MA 02116 · (617) 600-0510

  • Fixed fee
  • Financial planning
Assets managed
$641M
Individual clients
195
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

Icapital, LLC

62 Plympton Street, Boston, MA 02118 · (617) 542-8700

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.5B
Individual clients
180
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Assetgrade, LLC

One Boston Place 201 Washington, Suite 2600, Boston, MA 02108 · (617) 933-7257

  • Percentage of assets
  • Financial planning
Assets managed
$338M
Individual clients
165
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Beyond Your Hammock LLC

50 Milk Street, 16th Floor, Boston, MA 02109 · (617) 446-3841

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$115M
Individual clients
161
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Marathon Financial Group

131 Dartmouth Street 3rd Floor, Boston, MA 02116 · (857) 201-3420

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$308M
Individual clients
118
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Purefi Wealth, LLC

10 Post Office Square Suite 710, Boston, MA 02109 · (617) 488-9320

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$326M
Individual clients
92
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Revolution Capital, Inc

Boston, MA (office address not published) · (617) 275-4292

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$50M
Individual clients
56
Advisory staff
2
Registered with
MA

Profile · Website · SEC record

Clarendon Private LLC

131 Clarendon Street 4th Floor, Boston, MA 02116 · (617) 927-7999

  • Percentage of assets
  • Financial planning
Assets managed
$352M
Individual clients
46
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Levatus LLC

115 Newbury Street Suite 503, Boston, MA 02116 · (617) 505-4710

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$174M
Individual clients
46
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Castle Rock Advisors LLC

200 Clarendon Street 35th FL, Boston, MA 02116 · (617) 227-0050

  • Percentage of assets
  • Financial planning
Assets managed
$3.9B
Individual clients
37
Advisory staff
27
Registered with
SEC

Profile · SEC record

KCM

Boston, MA (office address not published) · (617) 229-5013

  • Percentage of assets
  • Financial planning
Assets managed
$30M
Individual clients
19
Advisory staff
1
Registered with
MA

Profile · Website · SEC record

The Bollard Group LLC

One Joy Street, Boston, MA 02108 · (617) 720-5800

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$6.7B
Individual clients
14
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

Lmcg Investments, LLC

One Boston Place 201 Washington Street, 29th Floor, Boston, MA 02108 · (617) 380-5600

  • Percentage of assets
Assets managed
$6.8B
Individual clients
893
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

S & Co., Inc.

50 Congress Street, Room 800, Boston, MA 02109 · (617) 227-8660

  • Percentage of assets
Assets managed
$2.5B
Individual clients
360
Advisory staff
6
Registered with
SEC

Profile · SEC record

L.f. Howard Associates Inc

31 Saint James Ave. Suite 760, Boston, MA 02116 · (617) 292-2700

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$97M
Individual clients
27
Advisory staff
1
Registered with
MA, NY

Profile · SEC record

Stance Capital LLC

131 Dartmouth Street 3rd Floor, Boston, MA 02116 · (617) 875-1062

  • Percentage of assets
Assets managed
$354M
Individual clients
25
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

P/e Global LLC

75 State Street 31st Floor, Boston, MA 02109 · (617) 933-4500

  • Percentage of assets
Assets managed
$1.7B
Individual clients
Under 5
Advisory staff
36
Registered with
SEC

Profile · Website · SEC record

Promethos Capital, LLC

101 Federal Street Suite 1900, Boston, MA 02110 · (617) 535-9240

  • Percentage of assets
  • Fixed fee
Assets managed
$1.3B
Individual clients
Under 5
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Beanstox

Boston, MA (office address not published) · (514) 849-1056

  • Fixed fee
  • Subscription
  • High-volume platform
Assets managed
$15M
Individual clients
10,048
Advisory staff
3
Registered with
SEC

Profile · SEC record

Stackwell

100 Summer Street Suite 1600, Boston, MA 02110 · (617) 455-4741

  • Fixed fee
  • High-volume platform
Assets managed
$2.3M
Individual clients
3,924
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Boston Family Office LLC

20 Custom House Street Suite 700, Boston, MA 02110 · (617) 624-0800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.0B
Individual clients
332
Advisory staff
10
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Holistic Capital

68 Harrison Ave Ste 605 PMB, Boston, MA 02111 · (954) 459-1724

  • Percentage of assets
  • Hourly
  • Subscription
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
MA

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Sawyer & Co Inc

50 Federal Street Fifth Floor, Boston, MA 02110 · (617) 227-7033

  • Percentage of assets
Assets managed
$320M
Individual clients
226
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Downey Capital Management, Inc.

155 Federal Street, Boston, MA 02110 · (617) 338-4866

  • Percentage of assets
Assets managed
$87M
Individual clients
22
Advisory staff
2
Registered with
MA

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Nathanael R. Brayton, CFA

101 Federal Street C/o Regus Corp SUITE#1900, Boston, MA 02110 · (617) 988-2828

  • Percentage of assets
  • Fixed fee
Assets managed
$97M
Individual clients
19
Advisory staff
1
Registered with
MA

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Boston

Another 37 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Boston?

Form ADV records how firms charge, not what they charge. Of the 115 firms listed here, 62 offer hourly or flat fees and 110 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Boston advisers selected?

Every registered investment adviser with an office in Boston that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.