| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| John Boyd | Boyd Financial Strategies | Worcester | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Alison Goodrich | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| 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 |
| Dennis O'Keefe | Successful Money Strategies | Fall River | CFP | Percentage of assets, Fixed fees |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| 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 |
| John Malone | Apex Investment Group | Dedham | Not listed | Percentage of assets |
| John Slupski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Joseph Bakaysa | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Joseph Charles | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Michael Claveau | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Michael Gore | Polaris Investment Advisors, LLC. | Framingham | PFS | Percentage of assets, Hourly |
| Michael Serchen | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Pedro Silva | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| 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 |
| Amy Mastromonaco | Flying Point Financial | North Andover | 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 |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Peter Boyd | Boyd Financial Strategies | Auburn | ChFC | Percentage of assets, Hourly |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Ryan Hass | RF&L Wealth Management | Acton | CFP | Percentage of assets, Hourly |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| 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 |