Ways to browse Flat-fee advisors serving Newton, MA

Pick a specialty to browse more Flat-fee advisors serving Newton, MA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,093
Executive	2,090
Retired	1,825
Wealth management	1,727
Retirement income strategy	1,307
Retirement plans for business owners (SEP, solo 401k)	1,255
Tax-loss harvesting	1,218
Private / alternative investments	1,089
Active portfolio management	877
ESG / Sustainable investing	658
General retirement planning	592
College savings (529s, UTMA, etc.)	588
Options & derivatives strategies	568
Passive / index investing	493
Business exit / sale strategy	438
Annuities	323
Concentrated stock management	296
Charitable giving & philanthropy	281
Self-Employed	275
Cash flow / budgeting	270
Established Professionals	256
Approaching retirement	246
HENRY (High Earners, Not Rich Yet)	232
Business ownership considerations	185
Equity compensation tax strategy	151
Debt management	145
Business succession planning	141
Financial Professional	118
General estate planning guidance	111
Social Security optimization	101
Real estate investing	85
Income planning	72
Business sale tax planning	68
General tax planning	64
Long-term care insurance	64
Mid-Career Professionals	62
Values-based investing	56
Life insurance needs analysis	55
Tax strategies for small businesses	47
Women Professionals	47
Intergenerational Families	32
Attorney	23
Factor investing / smart beta	23
Retired	19
Retirement withdrawal strategies	13
Multi-generational wealth transfer	12
Doctor or Medical Professional	10
Equity Recipients (RS/RSU, SOP, ESPP)	9
Charitable giving tax strategies	8
Medicare planning	8
Divorce financial planning	7
Young Professionals	6
Educators, Teachers, and Academics	5
Technology Professional	5
Roth conversion strategy	4
Family Business	3
Parents	3
Professional Athlete	3

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