How many financial_advisors are in Edgartown, MA?

There are currently 1 verified financial_advisor listed in Edgartown, 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 Edgartown?

Ratings vary across financial_advisors in Edgartown. Browse individual listings to see specific ratings and reviews.

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.

Top Financial_advisors in Edgartown, MA

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About Financial_advisors in Edgartown, MA

Edgartown has 1 active financial advisor available. The market is small and specialized, reflecting the town's size and character. If you're seeking financial guidance in Edgartown, you may also want to explore options in nearby cities like Boston, Waltham, Springfield, Wellesley, and Burlington, which have larger pools of advisors with varying specializations and fee structures. This broader search can help you compare approaches and find someone whose philosophy aligns with your financial goals.

Cost guidance

A Flat-Fee Comprehensive Financial Plan in Edgartown typically costs around $3,250. This service generally includes a full assessment of your finances, goal-setting, and a detailed written plan to guide your financial decisions. Fee structures vary among advisors—some charge hourly rates for consultations, others manage assets for a percentage fee, and some offer ongoing retainer arrangements. Understanding which model suits your needs helps you budget effectively and compare value.

How to choose a financial advisor in Edgartown

Verify credentials and any relevant licenses through official state and industry databases.

Ask whether the advisor is a fiduciary—meaning they're legally required to act in your best interest.

Request a clear written explanation of how they're compensated (hourly, flat fee, assets under management, or retainer).

Discuss their investment philosophy and whether it matches your risk tolerance and time horizon.

Review their experience with clients in situations similar to yours (retirement, estate planning, tax strategy).

Ask for references from current clients and follow up with at least one or two.

Quality signals to look for

Look for advisors who provide transparent fee schedules in writing before you commit, and who are willing to explain their investment strategy in plain language. A professional should have verifiable credentials and a clear process for managing conflicts of interest. Be cautious of advisors who pressure you to make immediate decisions, refuse to provide references, or operate primarily through online-only channels with no local presence or phone contact. Avoid anyone who guarantees specific returns or discourages you from seeking a second opinion.

Common financial_advisor services

Assets Under Management (AUM) Fee

The advisor charges a percentage of your total managed investments annually, typically ranging from 0.5% to 1.5% depending on account size.

Flat-Fee Comprehensive Financial Plan

A one-time fee for a detailed written financial plan covering goals, investments, insurance, estate, and tax strategies.

Hourly Financial Consultation

Pay by the hour for specific advice on a particular financial question or topic without ongoing management.

Retirement Planning Package

Specialized service focused on building and optimizing a retirement strategy, including Social Security and distribution planning.

Estate Planning Coordination

Guidance on structuring your assets, beneficiaries, and documents to align with your estate goals and minimize complications.

Tax-Loss Harvesting Service

Strategically selling losing investments to offset gains and reduce your annual tax liability while maintaining your desired portfolio.

Annual Advisor Retainer (Flat-Fee Ongoing)

Fixed yearly fee for ongoing advisory relationship, regular reviews, and adjustments to your financial plan as circumstances change.

Frequently asked questions

How much does a financial plan cost in Edgartown?

A Flat-Fee Comprehensive Financial Plan in Edgartown typically costs around $3,250. Other service models—such as hourly consultations, asset-based fees, or annual retainers—may offer different pricing structures depending on your needs and the advisor's approach.

How many financial advisors are currently available in Edgartown?

There is currently 1 active financial advisor in Edgartown. Given the small market, you may want to also consider advisors in nearby cities like Boston, Waltham, Wellesley, Springfield, and Burlington for a wider selection.

What services do financial advisors in Edgartown typically offer?

Common services include comprehensive financial planning, retirement planning, estate planning coordination, tax-loss harvesting, hourly consultations, and ongoing advisory retainers. Some advisors also manage investments for a percentage of assets under management.

How do I choose a financial advisor in Edgartown?

Verify credentials through official databases, confirm they are a fiduciary, request a written fee explanation, discuss their investment philosophy, ask for client references, and ensure their experience matches your financial situation and goals.

What should I watch out for when hiring a financial advisor?

Avoid advisors who guarantee specific returns, pressure you into quick decisions, refuse to provide references, operate only online without local contact, or lack transparent fee structures. Always request written agreements and verify credentials before engaging.