Fee-only financial advisors with a Harvard education

3 matching advisors

• Claire Berg, CFP, AEP

  Multi-generational estate and legacy planning for established households.

  AUM (fee-only) Boston, Massachusetts Northstar Heritage
  21 yrs

• Ethan McRae, CFP

  Drawdown strategy for retirees with concentrated single-stock positions.

  AUM (fee-only) Los Angeles, California Highline Capital Advisors
  19 yrs

• Nora Hale, CFP

  Pre-exit founder planning with deep concentrated-position and QSBS expertise.

  AUM (fee-only) San Francisco, California Highline Capital Advisors
  18 yrs

About this list

This page is generated from a stored query recipe (slug harvard-alumni-financial-advisors). Inclusion is structural: any advisor whose canonical record matches the recipe's filters appears automatically. Ordering reflects the alphabetical ranking strategy. Refresh cadence: quarterly.

Read more on the query recipe schema or methodology.