Financial advisors for early-career professionals in Massachusetts
Which financial advisor should I talk to early in your career in Massachusetts?
For early-career professionals in Massachusetts, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Ashley Rittershaus of Curious Crow Financial Planning, Rana Choubah of Meridian Financial Advisors, LLC and John Kochevar of Kochevar Financial Planning, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Ashley Rittershaus Curious Crow Financial Planning, Revere Holds the CFP. Fees on file: one-time planning fee.
- Rana Choubah Meridian Financial Advisors, LLC, Holliston Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- John Kochevar Kochevar Financial Planning, LLC, Grafton Holds the CFP. Fees on file: ongoing planning fee.
- Scott Swartz AndersonLane Associates, Needham Holds the CFP. Fees on file: percentage of assets.
- Kevin Feig Walk You To Wealth, Dover Holds the CFP. Fees on file: subscription.
- Lauren Overzet Civic Financial, Boston Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
How many fee-only financial advisors in Massachusetts work with early-career professionals?
The Wellspent public graph lists 25 fee-only advisors for early-career professionals in Massachusetts, at 15 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for early-career professionals in Massachusetts located?
Of the 25 fee-only advisors for early-career professionals in Massachusetts, 5 are in Braintree, followed by 4 in Andover and 3 in Acton.
Plus 10 in other cities.
How do fee-only advisors for early-career professionals in Massachusetts charge?
The most common fee among fee-only advisors for early-career professionals in Massachusetts is a percentage of assets, used by 72% of the 25 with fees on file. Many use more than one: 52% charge fixed fees and 44% charge by the hour.
How much do fee-only financial advisors charge in Massachusetts?
Fee-only financial advisors in Massachusetts charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 21 Massachusetts firms.
How much does a one-time financial plan cost in Massachusetts?
A one-time financial plan from a fee-only firm in Massachusetts has a median price of $3,000. We found this across the published prices of 27 Massachusetts firms.
What credentials should a financial advisor for early-career professionals have?
For early-career professionals, look for the CFP. In Massachusetts, 52% of the 25 advisors listed hold the CFP.
- CFP52% in Massachusetts
- The CFP covers debt, saving, and insurance together.
How do Massachusetts advisors for early-career professionals compare with the rest of the US?
52% of fee-only advisors for early-career professionals in Massachusetts charge fixed fees, compared with 28% of the 759 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Massachusetts. Light bars are all US advisors for early-career professionals.
What should I ask a financial advisor early in your career in Massachusetts?
- Do you have an asset minimum?
- What would a one-time plan cost, and what would I get?
- Should I pay down debt or invest first?
- How much house can I actually afford?
How current is this list of fee-only advisors for early-career professionals in Massachusetts?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Ashley Rittershaus Flat-fee, six-month planning for people who want to retire early, work less or change course while caring for their future selves. | Curious Crow Financial Planning | Revere | CFP | One-time planning fee |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Dan Pinheiro | South Coast Planning & Wealth Management LLC | Fall River | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| John Kochevar | Kochevar Financial Planning, LLC | Grafton | CFP | Ongoing planning fee |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katie Macdonald | MacDonald Wealth Management | Mansfield | CFP | Percentage of assets, Hourly |
| Matthew Simmons | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Brian Boswell | Newbridge Wealth Management | Malden | CFP | Percentage of assets, Hourly |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Ryan Hass | RF&L Wealth Management | Acton | CFP | Percentage of assets, Hourly |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Andrew Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
| Rodney Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
Want a shorter list for early-career professionals?
Tell us what you need and we'll narrow Massachusetts's 25 advisors to the few who fit.
Get matched in 2 minutes