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COVALENT PARTNERS LLC

Financial Advisor serving Concord, Massachusetts · 1 of 10 financial advisors in the area

📍 30 MONUMENT SQUARE, CONCORD, MA 01742
📞 (617) 658-••••
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📍 30 MONUMENT SQUARE, CONCORD, MA 01742

About COVALENT PARTNERS LLC

COVALENT PARTNERS LLC is a financial advisor located in Concord, Massachusetts. As a local financial advisor, they serve Concord and surrounding communities in Massachusetts. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Concord should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Massachusetts securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Concord

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Concord may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Concord

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Frequently Asked Questions

How much does a financial advisor cost in Concord?
Financial Advisors in Concord typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Concord?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 10 financial advisors in Concord to choose from.
Does COVALENT PARTNERS LLC offer free quotes?
Contact COVALENT PARTNERS LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Concord

Heritage Financial Network Inc

97, Lowell Road, Concord, MA, 01742

MONUMENT GROUP WEALTH ADVISORS, LLC

801 MAIN STREET, CONCORD, MA 01742

CAPE ANN CAPITAL, INC.

22 GROVE STREET, CONCORD, MA 01742

USA MUTUALS ADVISORS, INC.

300 BAKER AVE, CONCORD, MA 01742

BAY COLONY ADVISORS

86 BAKER AVENUE EXTENSION, CONCORD, MA 01742

CONCORDIA WEALTH MANAGEMENT, LLC

37 MAIN STREET, CONCORD, MA 01742