Fiduciary advisors in Braintree, MA
13 registered advisers
Braintree is a South Shore community where proximity to Boston and a cluster of financial services firms support a regional advisory market, and 13 SEC-registered fiduciary firms serve local investors. 13 of those firms -- 100% -- operate on a fee-only basis, accepting no commissions. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
COMPASS CAPITAL CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$664M
Minimum--
Clients1,371
GENESIS WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$200M
Minimum--
Clients564
GOSSELIN CONSULTING GROUP LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
HITE HEDGE ASSET MANAGEMENT LLC
Fee-Only, No ConflictsTypical Fee--
AUM$2.6B
Minimum--
Clients7
KELLY FINANCIAL SERVICES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$506M
Minimum--
Clients3,240
KRAEMATON INVESTMENT ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$202M
Minimum--
Clients476
LITTLE HOUSE CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$601M
Minimum--
Clients722
MG FINANCIAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients116
MSA FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients3,271
NAPIER FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$550M
Minimum--
Clients897
PALLAS CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.3B
Minimum--
Clients4,210
PEDDOCK CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$836M
Minimum--
Clients500
STABLEPOINT PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$798M
Minimum--
Clients2,166