Loading listings...
Loading listings...
Browse verified financial_advisor professionals in Marshfield, MA. Compare ratings, read reviews, and request a quote for free.
Showing 1–20 of 41 results
Marshfield has 41 financial advisors available to help you plan and manage your finances. The median cost for a Flat-Fee Comprehensive Financial Plan in the area is $3,250. Whether you're looking for ongoing asset management, retirement planning, or one-time consultations, you'll find a range of service models to match your needs and budget. Consider nearby cities like Boston, Waltham, and Wellesley if you want to expand your search options.
A Flat-Fee Comprehensive Financial Plan in Marshfield typically costs around $3,250. This service model provides upfront pricing and can be a good fit if you want to avoid percentage-based fees tied to your assets. Compare this against hourly consultations or annual retainer models to find the fee structure that works best for your situation.
Read our guide: Best Financial_advisors in Marshfield, MA
In-depth rankings, tips, and FAQs for choosing a financial_advisor in Marshfield
Look for advisors who provide transparent fee disclosures upfront and are willing to put their service agreement in writing. Verify that they maintain proper registrations with state and federal regulators. Be cautious of advisors who pressure you to move quickly, offer guaranteed returns, or conduct business primarily through cash payments without documentation. A reputable advisor will take time to understand your goals and explain their recommendations clearly.
The median cost for a Flat-Fee Comprehensive Financial Plan in Marshfield is $3,250. Individual advisors may charge more or less depending on the complexity of your situation and the depth of analysis provided.
There are 41 financial advisors actively serving the Marshfield area, offering a variety of fee structures and specializations.
Advisors in the area offer several options: Assets Under Management (AUM) fees based on a percentage of your assets, flat fees for specific plans or ongoing retainers, and hourly consultation rates. Each model has different cost implications depending on your asset level and service needs.
You can verify registration and credentials through the SEC's Investment Adviser Public Disclosure database or your state's financial regulator. Ask the advisor directly for their registration number and confirm it independently before hiring.
Marshfield has plenty of options, but if you want to expand your search, nearby cities like Boston, Waltham, Wellesley, Springfield, and Burlington also have financial advisors available. Many advisors serve clients across multiple towns, so location may be less important than finding the right fit for your needs.