Advice-Only Financial Advisors in Massachusetts
Browse verified advice-only financial advisors in Massachusetts. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.
Ashley Rittershaus, CFP®, TPCP®
Curious Crow Financial Planning
One-time$5,000
I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their m...
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Tax Strategies
Budgeting
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
I help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal for
Pre-Retirees • High Earners
Specializes in
Investments • Budgeting • Debt & Credit