Financial advisors in Belmont, MA

20 advisors

John Kozelian
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Aline Tellstone
Financial advisor at Commonwealth Financial Network
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Bradley Bechok
Financial advisor at Slb Advisors, LLC
Slb Advisors, LLC
Verified
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Camille Fuleihan
Financial advisor at Fuleihan, Camille, Farid
Fuleihan, Camille, Farid · $16.9M AUM
VerifiedFinancial planning
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Chad Onufrechuk
Financial advisor at Cascade Wealth LLC
Cascade Wealth LLC · $30.7M AUM
VerifiedFinancial planning
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Christopher Rosetti
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Curtis Jones
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Ellen Ginsberg
Financial advisor at Harbor Asset Planning, Inc.
Harbor Asset Planning, Inc. · $187.3M AUM
VerifiedFinancial planning
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Glenn Logan
Financial advisor at Slb Advisors, LLC
Slb Advisors, LLC
Verified
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James Holway
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Joann Spera
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kevin Daley
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Paul Corrigan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Reid Delanois
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Robert Kania
Financial advisor at Moore Financial Advisors, LTD.
Moore Financial Advisors, LTD. · $127.2M AUM
VerifiedFinancial planning
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Roger Vaganis
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Ronald Sanderson
Financial advisor at Slb Advisors, LLC
Slb Advisors, LLC
Verified
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Samuel Koppenaal
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Scott Leabman
Financial advisor at Harbor Asset Planning, Inc.
Harbor Asset Planning, Inc. · $187.3M AUM
VerifiedFinancial planning
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William Macneil
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Belmont, MA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Belmont, MA.

How this list works

Before you hire an advisor in Belmont, MA