Financial advisors for executives in Boston, Massachusetts

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.

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.

See every fee-only advisor fee in Massachusetts

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for Massachusetts tax alongside federal tax?
6. 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.