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Baystate Financial

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  • Baystate Financial

    Does anyone in the Boston area have comments (good or bad) about Baystate Financial?

    I'm considering a fee-only plan that can be tweaked annually without major costs. Bigger costs (1/2 the original fee) for major changes (none of which I expect, such as a big inheritance or a new business). One big selling point for them seemed to be their online platform, but I wasn't clear on how it was drastically superior to something like Personal Capital, except the CFP can set up a multitude of scenarios for you to visualize. Seemed like a steep one time cost, but it would still be <1% of the portfolio and seemed in line with other services. I think for a newbie like me, it's probably worth it before I make a decade worth of mistakes.

    Thanks for the input.