# Financial advisors for executives in Boston, Massachusetts > For executives in Boston, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Lauren Overzet of Civic Financial, Patrick Cote of AssetGrade and Eric Roberge of Beyond Your Hammock LLC. Page: https://find.wellspent.co/audiences/executives/massachusetts/boston/ 41 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Boston? For executives in Boston, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Lauren Overzet of Civic Financial, Patrick Cote of AssetGrade and Eric Roberge of Beyond Your Hammock LLC. - [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet/), Civic Financial, Boston City. Holds the CFA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote/), AssetGrade, Boston City. Holds the CFA and CFP. Fees on file: percentage of assets. - [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge/), Beyond Your Hammock LLC, Boston City. Holds the CFP. Fees on file: subscription, flat fee or retainer. - [Leann Sullivan](https://find.wellspent.co/advisors/leann-sullivan/), TFC Financial, Boston City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Michael Gibbons](https://find.wellspent.co/advisors/michael-gibbons/), TwinFocus, Boston City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Charles Corkery](https://find.wellspent.co/advisors/charles-corkery/), PUREfi Wealth, Boston City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Boston work with executives? The Wellspent public graph lists 41 fee-only advisors for executives in Boston, at 7 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for executives in Boston charge? The most common fee among fee-only advisors for executives in Boston is a percentage of assets, used by 98% of the 41 with fees on file. Many use more than one: 90% charge by the hour and 90% charge fixed fees. ## 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 executives have? For executives, look for the CFA and CFP. In Boston, 37% of the 41 advisors listed hold the CFP. - CFA (29% of advisors listed): The CFA helps with concentrated stock. - CFP (37% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Boston advisors for executives compare with the rest of the US? 90% of fee-only advisors for executives in Boston charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Massachusetts tax income on top of federal tax? Yes. Massachusetts has a state income tax, so a financial plan for a Massachusetts resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Massachusetts? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Massachusetts can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Boston? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Massachusetts tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Boston? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge.md) | Beyond Your Hammock LLC | Boston, Massachusetts | CFP | Subscription, Flat fee or retainer | | [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee | | [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Cote](https://find.wellspent.co/advisors/kyle-cote.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Leann Sullivan](https://find.wellspent.co/advisors/leann-sullivan.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Meehan](https://find.wellspent.co/advisors/michael-meehan.md) | TFC Financial | Boston, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Rioux](https://find.wellspent.co/advisors/sarah-rioux.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote.md) | AssetGrade | Boston, Massachusetts | CFP, CFA | Percentage of assets | | [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jenna Israni](https://find.wellspent.co/advisors/jenna-israni.md) | TFC Financial | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Scott Burg](https://find.wellspent.co/advisors/scott-burg.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Corrigan Rayfield](https://find.wellspent.co/advisors/corrigan-rayfield.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michael Gibbons](https://find.wellspent.co/advisors/michael-gibbons.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ona Vredenburg](https://find.wellspent.co/advisors/ona-vredenburg.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Wendy Karkoska](https://find.wellspent.co/advisors/wendy-karkoska.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Charles Corkery](https://find.wellspent.co/advisors/charles-corkery.md) | PUREfi Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Frederick Pryor](https://find.wellspent.co/advisors/frederick-pryor.md) | TFC Financial | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jessica Grande](https://find.wellspent.co/advisors/jessica-grande.md) | TFC Financial | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Andreas Migliaccio](https://find.wellspent.co/advisors/andreas-migliaccio.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Erik Cooper](https://find.wellspent.co/advisors/erik-cooper.md) | Arcvest, LLC | Boston, Massachusetts | | Percentage of assets | | [Garrett Walsh](https://find.wellspent.co/advisors/garrett-walsh.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jeffrey Heisler](https://find.wellspent.co/advisors/jeffrey-heisler.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [John Pantekidis](https://find.wellspent.co/advisors/john-pantekidis.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joshua Kazlauskas](https://find.wellspent.co/advisors/joshua-kazlauskas.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Laurence Grosbaum](https://find.wellspent.co/advisors/laurence-grosbaum.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Paul Karger](https://find.wellspent.co/advisors/paul-karger.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Wesley Karger](https://find.wellspent.co/advisors/wesley-karger.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Brett Feldman](https://find.wellspent.co/advisors/brett-feldman.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Carlton Bradshaw](https://find.wellspent.co/advisors/carlton-bradshaw.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Catherine Fraga](https://find.wellspent.co/advisors/catherine-fraga.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jonathan Pate](https://find.wellspent.co/advisors/jonathan-pate.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Marsallo](https://find.wellspent.co/advisors/matthew-marsallo.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Paul Thompson](https://find.wellspent.co/advisors/paul-thompson-3190759.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [William Waldrip](https://find.wellspent.co/advisors/william-waldrip.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [George Ferrel](https://find.wellspent.co/advisors/george-ferrel.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Nicole Bogert](https://find.wellspent.co/advisors/nicole-bogert.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Paul Simons](https://find.wellspent.co/advisors/paul-simons.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Sandy Galuppo](https://find.wellspent.co/advisors/sandy-galuppo.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Timothy Jones](https://find.wellspent.co/advisors/timothy-jones-2366513.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | ## Related - [Family wealth transfer in Boston](https://find.wellspent.co/specialties/family-wealth-transfer/massachusetts/boston.md) - [Founders in Boston](https://find.wellspent.co/specialties/founders-pre-exit/massachusetts/boston.md) - [Retirement planning in Boston](https://find.wellspent.co/specialties/retirement-planning/massachusetts/boston.md) - [Ultra-high-net-worth families in Boston](https://find.wellspent.co/audiences/ultra-high-net-worth/massachusetts/boston.md) - [Tax planning in Boston](https://find.wellspent.co/specialties/tax-planning/massachusetts/boston.md) - [Estate planning in Boston](https://find.wellspent.co/specialties/estate-planning/massachusetts/boston.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).