Ways to browse Flat-fee advisors serving Massachusetts

Pick a specialty to browse more Flat-fee advisors serving Massachusetts.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,071
Retired	3,272
Executive	2,844
Wealth management	2,730
Retirement plans for business owners (SEP, solo 401k)	2,148
Tax-loss harvesting	1,869
Retirement income strategy	1,638
Business exit / sale strategy	1,467
Private / alternative investments	1,336
Active portfolio management	1,210
College savings (529s, UTMA, etc.)	1,157
ESG / Sustainable investing	919
Annuities	898
General retirement planning	877
Options & derivatives strategies	859
Passive / index investing	709
Cash flow / budgeting	569
Charitable giving & philanthropy	474
Approaching retirement	417
Concentrated stock management	351
Established Professionals	341
HENRY (High Earners, Not Rich Yet)	336
Self-Employed	305
Business succession planning	285
Debt management	209
General estate planning guidance	209
Real estate investing	182
Equity compensation tax strategy	169
Income planning	151
General tax planning	146
Retired	145
Social Security optimization	129
Business ownership considerations	109
Life insurance needs analysis	90
Mid-Career Professionals	88
Business sale tax planning	86
Long-term care insurance	76
Women Professionals	69
Tax strategies for small businesses	65
Values-based investing	56
Retirement withdrawal strategies	47
Factor investing / smart beta	39
Financial Professional	35
Intergenerational Families	33
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
Expats	9
Business Financial Management	8
Elder care planning	8
Religious/faith focused	7
Parents	6
Married/Couples/Partners	5
Technology Professional	5
Dual Income Family	4
Government Employee	4
Roth conversion strategy	4
Student loan debt	4
Women's Finance	4
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. 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 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. Show more

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

We review transparently

Get to know your advisors' credentials, 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 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. Show more

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