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CAPSHIFT ADVISORS

Financial Advisor serving West Newton, Massachusetts · 1 of 3 financial advisors in the area

📍 15 SPENCER STREET, WEST NEWTON, MA 02465
📞 (617) 865-••••
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📍 15 SPENCER STREET, WEST NEWTON, MA 02465

About CAPSHIFT ADVISORS

CAPSHIFT ADVISORS is a financial advisor located in West Newton, Massachusetts. As a local financial advisor, they serve West Newton and surrounding communities in Massachusetts. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in West Newton 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 West Newton

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 West Newton may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in West Newton

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in West Newton?
Financial Advisors in West Newton 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 West Newton?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in West Newton to choose from.
Does CAPSHIFT ADVISORS offer free quotes?
Contact CAPSHIFT ADVISORS directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in West Newton

EASTWARD CAPITAL PARTNERS, LLC

432 CHERRY STREET, WEST NEWTON, MA 02465

RIGHTHAND CAPITAL, LLC

19 RANDLETT PARK