Top Financial Advisors in Quincy, MA

52 fee-only8 CFP certifiedMedian fee: 1.65% on $500K

Top Advisors in Quincy

Median Advisor Fee

Quincy1.65%
National1.15%
43% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only82.5%
Includes Commission17.5%

Top Credentials

CFP8 advisors
CFA1 advisors

Frequently Asked Questions

How much does a financial advisor cost in Quincy?

The median advisory fee in Quincy, MA is 1.65% of assets under management. This is 43% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Quincy?

There are 52 fee-only financial advisors in Quincy, MA, representing 82.5% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Quincy financial advisor?

The most common professional designation among Quincy advisors is the CFP (Certified Financial Planner), held by 8 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

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