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 Sales
Braintree, MassachusettsCRD #112323
Typical Fee--
AUM$664M
Minimum--
Clients1,371

GENESIS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #158388
Typical Fee--
AUM$200M
Minimum--
Clients564

GOSSELIN CONSULTING GROUP LLC

Fee-Only, No ConflictsClean Record
Braintree, MassachusettsCRD #161019
Typical Fee--
AUM--
Minimum--
Clients--

HITE HEDGE ASSET MANAGEMENT LLC

Fee-Only, No Conflicts
Braintree, MassachusettsCRD #160173
Typical Fee--
AUM$2.6B
Minimum--
Clients7

KELLY FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #291996
Typical Fee--
AUM$506M
Minimum--
Clients3,240

KRAEMATON INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #126869
Typical Fee--
AUM$202M
Minimum--
Clients476

LITTLE HOUSE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #290070
Typical Fee--
AUM$601M
Minimum--
Clients722

MG FINANCIAL LLC

Fee-Only, No ConflictsClean Record
Braintree, MassachusettsCRD #107649
Typical Fee--
AUM$1.1B
Minimum--
Clients116

MSA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #107768
Typical Fee--
AUM$1.4B
Minimum--
Clients3,271

NAPIER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #336725
Typical Fee--
AUM$550M
Minimum--
Clients897

PALLAS CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #310327
Typical Fee--
AUM$4.3B
Minimum--
Clients4,210

PEDDOCK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #148216
Typical Fee--
AUM$836M
Minimum--
Clients500

STABLEPOINT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #328503
Typical Fee--
AUM$798M
Minimum--
Clients2,166
Fiduciary Advisors in Braintree, Massachusetts | FiduciaryListings