Browse all Flat-fee advisors in Massachusetts

Every advisor below is licensed to work with clients in Massachusetts. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Massachusetts advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,064
Retired	3,274
Tax-loss harvesting	3,055
Executive	2,830
Wealth management	2,725
Retirement plans for business owners (SEP, solo 401k)	2,149
Retirement income strategy	1,639
Private / alternative investments	1,325
Active portfolio management	1,218
College savings (529s, UTMA, etc.)	1,158
Business exit / sale strategy	1,063
ESG / Sustainable investing	922
Annuities	901
General retirement planning	877
Options & derivatives strategies	861
Passive / index investing	710
Self-Employed	676
Cash flow / budgeting	568
Charitable giving & philanthropy	479
Approaching retirement	415
Concentrated stock management	348
Established Professionals	333
Business succession planning	286
Social Security optimization	275
HENRY (High Earners, Not Rich Yet)	267
General estate planning guidance	204
Debt management	197
Real estate investing	182
Equity compensation tax strategy	170
Income planning	148
Retired	144
General tax planning	120
Business ownership considerations	110
Mid-Career Professionals	87
Business sale tax planning	86
Life insurance needs analysis	85
Long-term care insurance	76
Women Professionals	70
Tax strategies for small businesses	60
Values-based investing	56
Financial Professional	51
Retirement withdrawal strategies	42
Factor investing / smart beta	39
Intergenerational Families	34
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	31
Educators, Teachers, and Academics	26
Attorney	25
Divorce financial planning	24
Charitable giving tax strategies	21
Professional Athlete	18
Family Business	17
Equity Recipients (RS/RSU, SOP, ESPP)	16
Doctor or Medical Professional	15
Medicare planning	15
Multi-generational wealth transfer	13
Young Professionals	13
Business Financial Management	10
Disability insurance	9
Expats	9
Elder care planning	8
Religious/faith focused	7
Parents	6
Married/Couples/Partners	5
Technology Professional	5
Dual Income Family	4
Roth conversion strategy	4
Student loan debt	4
Women's Finance	4
Government Employee	3
Young Families	3

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support