How many financial advisors are in Duxbury, Massachusetts?

Falists lists 6 registered investment advisers with a principal office or filing address in Duxbury, Massachusetts, based on public SEC IAPD data.

How do financial advisors in Duxbury charge fees?

Fee structures vary by firm. In Duxbury, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Duxbury?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Massachusetts · 6 advisers

Financial Advisors in Duxbury, Massachusetts

Looking for a financial advisor in Duxbury, Massachusetts? Falists indexes 6 SEC-registered and state-registered investment advisers in Duxbury — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $511.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$511.0M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth4 Planning4 Trusts4 Retirement2 Institutional1

Top advisors in Duxbury

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

FLOREK FINANCIAL, LLC

Duxbury, MA

AUM

$511.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

781-934-9400

Full profile Visit site →

WH CORNERSTONE INVESTMENTS INC.

Duxbury, MA

AUM

$200.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(888) 797-9009

Full profile Visit site →

HIGH PINES WEALTH MANAGEMENT LLC

Duxbury, MA

AUM

$184.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

(617) 580-3141

Full profile Visit site →

FMA WEALTH MANAGEMENT, LLC

Duxbury, MA

AUM

$174.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

781-934-7880

Full profile Visit site →

C&S ADVISORS, INC.

Duxbury, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-947-0771

Full profileNo website

EF HUTTON FUND MANAGEMENT LLC

Duxbury, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-784-5462

Full profileNo website

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Common questions

How many financial advisors are in Duxbury, Massachusetts?: 6 registered investment advisers are listed in our Duxbury directory, sourced from public SEC filings.
What types of advisors are in Duxbury?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Duxbury?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.