Financial advisors for ultra-high-net-worth families in Boston, Massachusetts

Which financial advisor should I talk to as an ultra-high-net-worth family in Boston?

For ultra-high-net-worth families in Boston, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Lauren Overzet of Civic Financial, Joshua Kazlauskas of TwinFocus and Jessica Welch of Choate Wealth.

How many fee-only financial advisors in Boston work with ultra-high-net-worth families?

The Wellspent public graph lists 35 fee-only advisors for ultra-high-net-worth families in Boston, at 3 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for ultra-high-net-worth families in Boston charge?

The most common fee among fee-only advisors for ultra-high-net-worth families in Boston is a percentage of assets, used by 100% of the 35 with fees on file. Many use more than one: 97% charge by the hour and 97% 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 ultra-high-net-worth families have?

For ultra-high-net-worth families, look for the CFA and CFP. In Boston, 43% of the 35 advisors listed hold the CFA.

Does Massachusetts have an estate tax?

Yes. Massachusetts has its own estate tax, separate from the federal one, and its threshold can be lower.

What should I ask a financial advisor as an ultra-high-net-worth family in Boston?

1. What would I pay in dollars, on my balance, each year?
2. Who on your team handles tax and estate work?
3. How many clients my size do you serve?
4. How do you handle private investments?
5. How would you plan for Massachusetts's estate tax as well as the federal one?

How current is this list of fee-only advisors for ultra-high-net-worth families 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.