How many financial advisors are in Chelsea, MA?

There are currently 1 verified financial advisor listed in Chelsea, MA. We continuously update our directory to ensure you have access to the most current information.

What is the average rating for financial advisors in Chelsea?

Ratings vary across financial advisors in Chelsea. Browse individual listings to see specific ratings and reviews.

How do I choose a financial advisor in Chelsea?

When choosing a financial advisor in Chelsea, consider their ratings, review count, specializations, and location. We recommend requesting quotes from 2-3 professionals to compare services and pricing.

Is it free to request a quote?

Yes, requesting a quote through our directory is completely free. Simply click "Request a Quote" on any professional's listing and fill out the form. The professional will reach out to you directly.

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Top Financial Advisors in Chelsea, MA | Vemra — Vemra

Top Financial Advisors in Chelsea, MA

Browse verified financial advisor professionals in Chelsea, MA. Compare ratings, read reviews, and request a quote for free.

1 verified professional found

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Barbara A Quinn - Lpl Financial Llc

Financial AdvisoryLicensed

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About Financial Advisors in Chelsea, MA

Chelsea, MA has a small financial advisor market with 1 active prospect listed. Because this is an emerging market in the area, you may want to expand your search to nearby cities like Boston, Waltham, Springfield, Wellesley, and Burlington for additional options. Financial advisors help you build investment strategies, plan for retirement, manage assets, and navigate complex financial decisions. When evaluating advisors in Chelsea and the surrounding region, prioritize credentials, fee transparency, and alignment with your financial goals.

How to choose a financial advisor in Chelsea

Verify credentials and licenses through the SEC, FINRA, or Massachusetts state regulators before meeting.
Ask whether the advisor is a fiduciary—legally required to act in your best interest at all times.
Understand the fee structure: hourly rates, flat fees, assets under management, or commission-based compensation.
Request references from current clients and check for any disciplinary history or complaints.
Discuss their investment philosophy and ensure it matches your risk tolerance and time horizon.
Review a sample financial plan or proposal to gauge depth and customization for your situation.
Confirm they have experience with your specific financial goals—retirement, education savings, estate planning, or debt management.

Quality signals to look for

Look for advisors who provide clear, written fee disclosures upfront and explain their investment approach in plain language. Verify that any advisor you consider is registered with the appropriate regulatory body and has no unresolved complaints. Be cautious of advisors who pressure you into immediate decisions, guarantee specific returns, or operate primarily through unsolicited phone calls or online-only channels with no local presence or verifiable background.

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Frequently asked questions

How many financial advisors are available in Chelsea, MA?

Chelsea currently has 1 active financial advisor listed. You may find additional advisors in nearby communities including Boston, Waltham, Springfield, Wellesley, and Burlington.

How do I verify a financial advisor's license in Chelsea?

You can verify credentials through the SEC's Investment Adviser Public Disclosure database, FINRA's BrokerCheck, or the Massachusetts Secretary of State's office. Always confirm registration before engaging an advisor.

What should I ask a financial advisor during an initial consultation?

Ask about their credentials, experience, fee structure, investment philosophy, and whether they are a fiduciary. Request references and clarify how they will keep you informed about your portfolio.

What is the difference between a fiduciary and a non-fiduciary advisor?

A fiduciary is legally obligated to act in your best interest. A non-fiduciary advisor only needs to recommend suitable investments, which may not be the best option for your situation. Always confirm this status in writing.

How do I choose between different fee structures for financial advisors?

Compare hourly rates, flat fees, assets-under-management percentages, and commission-based models. Consider your account size and how often you expect to need advice to determine which structure offers the best value.

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