Top Financial Advisors in Waltham, MA
Top Advisors in Waltham
Median Advisor Fee
Compensation Types
Top Credentials
Frequently Asked Questions
How much does a financial advisor cost in Waltham?
The median advisory fee in Waltham, MA is 1.50% of assets under management. This is 20% 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 Waltham?
There are 344 fee-only financial advisors in Waltham, MA, representing 59.7% 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 Waltham financial advisor?
The most common professional designation among Waltham advisors is the CFP (Certified Financial Planner), held by 110 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.