Top Financial Advisors in Norwell, MA

58 fee-only18 CFP certifiedMedian fee: 1.23% on $500K

Top Advisors in Norwell

Median Advisor Fee

Norwell1.23%
National1.15%
7% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only40.8%
Includes Commission59.2%

Top Credentials

CFP18 advisors
CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Norwell?

The median advisory fee in Norwell, MA is 1.23% of assets under management. This is 7% 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 Norwell?

There are 58 fee-only financial advisors in Norwell, MA, representing 40.8% 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 Norwell financial advisor?

The most common professional designation among Norwell advisors is the CFP (Certified Financial Planner), held by 18 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.

Nearby Cities

Top 142 Financial Advisors in Norwell, MA (2026) | TrueAdvisor