Financial Advisors in Boston, MA
3 financial advisors serve Boston · 1 client review
Based in Boston
Civic Financial
Financial Advisor
- (1 review)
- Office: Boston, MA
- 0.5%–1% of AUM
We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +28 more
Beyond Your Hammock
Financial Advisor
- No reviews yet
- Office: Boston, MA
- $625/mo
We help high-achieving professionals in their 30s and 40s by providing fee-only fiduciary advice, investment management, and financial planning in Boston, MA and Cambridge, MA. While we’re based in Massachusetts, we also meet and work with clients virtually across the United…
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +14 more
Erik Cooper
Financial Advisor
- No reviews yet
- Office: Boston, MA
Low cost wealth management firm
Services: 401(k) & IRA Management, Asset Allocation, Debt Management +8 more
Popular needs in Boston
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About financial advisors in Boston
Finding a financial advisor in Boston means navigating a market shaped by the city's concentration of wealth management firms, academic institutions, and professionals at different life stages. Whether you're planning for retirement, managing equity compensation from a local tech or biotech company, or coordinating complex estate planning, working with a qualified advisor who understands the Boston financial landscape can make a meaningful difference.
Frequently asked questions
- How much does a financial advisor cost in Boston?
- Financial advisors in Boston typically charge in one of several ways: a percentage of assets under management (often 0.5% to 1.5% annually), flat retainer fees ranging from a few thousand to tens of thousands per year, hourly rates between $200 and $500, or commissions on products sold. The structure you choose should align with your financial complexity and the services you need. Always ask for fee disclosure in writing before you begin working together.
- How do I know if a financial advisor in Boston is qualified?
- Start by checking that the advisor is registered with the SEC or state regulators through the SEC's Investment Adviser Public Disclosure site or FINRA's BrokerCheck. Look for recognized credentials like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), and confirm they operate as a fiduciary. Ask about their experience with clients in situations similar to yours, and request references or case studies that demonstrate their expertise.
- Should I work with a local Boston advisor or someone remote?
- Many financial services are effectively delivered remotely through video calls and secure document sharing, so geography matters less than it once did. However, a local Boston advisor may offer advantages if you need in-person meetings, have Massachusetts-specific tax or estate planning needs, or want someone familiar with local employer benefits like those at area hospitals, universities, or biotech firms. Choose based on your preference for communication style and the complexity of your situation.
- How do I check a financial advisor's license in Massachusetts?
- Check an advisor's registration and any disciplinary history on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov) and FINRA BrokerCheck (brokercheck.finra.org).
- What should I expect when working with a financial advisor?
- A good advisor will begin with a comprehensive review of your financial situation, goals, and risk tolerance, then develop a tailored plan that may cover investment management, retirement planning, tax strategies, and estate planning. You should expect regular check-ins—quarterly or annually—to review performance and adjust your plan as life circumstances change. Communication should be clear, proactive, and focused on helping you make informed decisions rather than pushing specific products.
- How are financial advisors paid?
- Fee-only advisors are paid only by their clients (a flat fee, hourly rate or percentage of assets), fee-based advisors charge client fees and may also earn commissions, and commission-based advisors are paid by the companies whose products they sell. Check any advisor on FINRA BrokerCheck or the SEC's IAPD.