Fiduciary advisors in Waltham, MA

19 registered advisers

Waltham is a Route 128 corridor city where biotech firms and defense contractors (Raytheon) generate concentrated equity and pension planning needs. Among them, 18 operate strictly fee-only, meaning they collect no commissions or product-based revenue.

BALLENTINE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #152802
Typical Fee--
AUM$12.0B
Minimum--
Clients6,877

COMMONWEALTH FINANCIAL NETWORK

Also Compensated via Brokerage
Waltham, MassachusettsCRD #8032
Typical Fee--
AUM$209.7B
Minimum--
Clients671,650

EXCALIBUR MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #110836
Typical Fee--
AUM$657M
Minimum--
Clients906

FOSTER DYKEMA CABOT & PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #300282
Typical Fee--
AUM$2.0B
Minimum--
Clients816

GRANAHAN INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #107745
Typical Fee--
AUM$2.5B
Minimum--
Clients85

HLM MANAGEMENT CO., LLC

Fee-Only, No ConflictsClean Record
Waltham, MassachusettsCRD #162337
Typical Fee--
AUM$455M
Minimum--
Clients5

INTEGRATED WEALTH CONCEPTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #284656
Typical Fee--
AUM$16.4B
Minimum--
Clients52,770

MONTIS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #163986
Typical Fee--
AUM$1.0B
Minimum--
Clients1,937

O'BRIEN WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #105336
Typical Fee--
AUM$1.1B
Minimum--
Clients1,999

OLD IRONSIDES ENERGY, LLC

Fee-Only, No Conflicts
Waltham, MassachusettsCRD #168670
Typical Fee--
AUM$1.1B
Minimum--
Clients9

PENSION & WEALTH MANAGEMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #309546
Typical Fee--
AUM$452M
Minimum--
Clients429

POLEN CAPITAL CLO MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #330470
Typical Fee--
AUM$157M
Minimum--
Clients1

POLEN CAPITAL CREDIT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #108468
Typical Fee--
AUM$7.4B
Minimum--
Clients48

PROSPECT HILL GROWTH PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #171462
Typical Fee--
AUM$485M
Minimum--
Clients6

SAVVI FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #169196
Typical Fee--
AUM$45M
Minimum--
Clients238

SEAMANS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #118404
Typical Fee--
AUM$125M
Minimum--
Clients40

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #120766
Typical Fee--
AUM$885M
Minimum--
Clients1,679

WEBSTER EQUITY PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Waltham, MassachusettsCRD #156729
Typical Fee--
AUM$9.5B
Minimum--
Clients22

WINDROSE ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Waltham, MassachusettsCRD #152145
Typical Fee--
AUM$2.5B
Minimum--
Clients549
Fiduciary Advisors in Waltham, Massachusetts | FiduciaryListings