Ways to browse Flat-fee advisors serving Waltham, MA

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,096
Retired	2,247
Wealth management	1,883
Executive	1,766
Tax-loss harvesting	1,668
Retirement plans for business owners (SEP, solo 401k)	1,216
Private / alternative investments	1,095
Retirement income strategy	970
Active portfolio management	789
ESG / Sustainable investing	660
General retirement planning	593
College savings (529s, UTMA, etc.)	591
Options & derivatives strategies	574
Passive / index investing	508
Business exit / sale strategy	447
Annuities	322
Concentrated stock management	295
Cash flow / budgeting	276
Self-Employed	276
Established Professionals	261
Approaching retirement	247
Business ownership considerations	184
Charitable giving & philanthropy	160
Equity compensation tax strategy	152
Debt management	148
Business succession planning	138
HENRY (High Earners, Not Rich Yet)	124
Financial Professional	118
General estate planning guidance	111
Social Security optimization	104
Real estate investing	86
Income planning	72
Business sale tax planning	68
General tax planning	65
Long-term care insurance	64
Mid-Career Professionals	64
Values-based investing	56
Life insurance needs analysis	55
Women Professionals	47
Tax strategies for small businesses	46
Intergenerational Families	32
Attorney	24
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)	10
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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