Fiduciary advisors in Concord, MA

7 registered advisers

7 fiduciary advisors with SEC registration serve Concord, Massachusetts -- 7 fee-only.

BAY COLONY ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, MassachusettsCRD #152583
Typical Fee1.00%
AUM$1.3B
Minimum--
Clients4,039

CAPE ANN CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, MassachusettsCRD #128942
Typical Fee--
AUM$199M
Minimum--
Clients577

CONCORDIA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, MassachusettsCRD #164278
Typical Fee--
AUM$189M
Minimum--
Clients119

COVALENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, MassachusettsCRD #140494
Typical Fee--
AUM$121M
Minimum--
Clients4

MONUMENT GROUP WEALTH ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Concord, MassachusettsCRD #111908
Typical Fee--
AUM$579M
Minimum--
Clients644

TWELVE POINTS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, MassachusettsCRD #171107
Typical Fee--
AUM$1.7B
Minimum--
Clients1,586

USA MUTUALS ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Concord, MassachusettsCRD #131750
Typical Fee--
AUM$74M
Minimum--
Clients2
Fiduciary Advisors in Concord, Massachusetts | FiduciaryListings