| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| Elizabeth Pleck | Financial Strategies | Wellesley | CFP | Hourly, Percentage of assets |
| 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 |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Joseph Williams | Williams Wealth Management | Hopkinton | Not listed | Percentage of assets, Ongoing planning fee |
| Kevin Nulton | Titanium Advisors | Franklin | CFP | Percentage of assets, One-time planning fee |
| Linda Gillespie | Real World Financial Planning | Chestnut Hill | Not listed | Hourly, One-time planning fee |
| Nancy Von Stackelberg | Radius Wealth Management | Boston | CFP | Percentage of assets, Hourly |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Carol Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Christopher Bekel | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| David Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| David Linnard | Linnard Financial Management & Planning | Boxborough | CFP | Percentage of assets, Ongoing planning fee |
| Dennis O'Keefe | Successful Money Strategies | Fall River | CFP | Percentage of assets, Fixed fees |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jason Sikorski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jeffrey White | Wingate Wealth Advisors | Lexington | CFP, ChFC | Percentage of assets, Fixed fees |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| John Slupski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Michael Claveau | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Michael Gore | Polaris Investment Advisors, LLC. | Framingham | PFS | Percentage of assets, Hourly |
| Robert Whitney | Polaris Investment Advisors, LLC. | Framingham | ChFC | Percentage of assets, Hourly |
| Teofilo Ferreira | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Vannak Sao | Proactive Financial Solutions 360 | North Attleboro | Not listed | Percentage of assets |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Benjamin House | Stonehearth Capital Management | Danvers | Not listed | Percentage of assets, Hourly |
| Bethany Parker | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Brian Sawyer | Larchmont Wealth Advisors | Lunenburg | Not listed | Hourly |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |
| Elizabeth Garvey | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Kathy Alves | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Wendy Weiss | Weiss Financial Advisors | Cambridge | Not listed | Percentage of assets, Flat fee or retainer |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Jeffrey McHale | Wealth Effects | Pembroke | Not listed | Percentage of assets |
| Warner Wayne | Wealth Effects | Boston | Not listed | Percentage of assets |
| William Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |