# CFA financial advisors in Massachusetts

> In Massachusetts, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Alex Rezzo of Andante Financial, Patrick Cote of AssetGrade and Christopher Mikus of Birch Hill Investment Advisors.

Page: https://find.wellspent.co/by/cfa-financial-advisors/massachusetts/
150 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFA in Massachusetts?

In Massachusetts, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Alex Rezzo of Andante Financial, Patrick Cote of AssetGrade and Christopher Mikus of Birch Hill Investment Advisors.

## How many fee-only advisors who hold the CFA in Massachusetts are there?

The Wellspent public graph lists 150 fee-only advisors who hold the CFA in Massachusetts, at 102 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFA in Massachusetts located?

Of the 150 fee-only advisors who hold the CFA in Massachusetts, 50 are in Boston, followed by 8 in Wellesley and 6 in Braintree.

## How do fee-only advisors who hold the CFA in Massachusetts charge?

The most common fee among fee-only advisors who hold the CFA in Massachusetts is a percentage of assets, used by 93% of the 150 with fees on file. Many use more than one: 57% charge fixed fees and 53% charge by the hour.

## How many fee-only advisors who hold the CFA in Massachusetts hold the CFP?

20% of the 150 fee-only advisors who hold the CFA in Massachusetts hold the CFP certification, based on the credentials listed on each record.

## 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.

## How does Wellspent decide who counts as fee-only advisors who hold the CFA?

We count an advisor here when their record lists the CFA.

## What should I ask fee-only advisors who hold the CFA in Massachusetts?

Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?

## How current is this list of fee-only advisors who hold the CFA in Massachusetts?

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 |
|---|---|---|---|---|
| [Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab)](https://find.wellspent.co/advisors/chris-steward-cfa-cfp-ricp-ma-cantab.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Greg Peterson](https://find.wellspent.co/advisors/greg-peterson.md) | Adaptive Financial Solutions, Inc. | Cambridge, Massachusetts | BA, CFA, CFP, MA, MBA, PhD | Fixed fees |
| [Ian Rea](https://find.wellspent.co/advisors/ian-rea.md) | Slate Peak Financial Services, LLC | Medfield, Massachusetts | CFA, CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Dan Pinheiro](https://find.wellspent.co/advisors/dan-pinheiro.md) | South Coast Planning & Wealth Management LLC | Fall River, Massachusetts | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| [Eric Henderson](https://find.wellspent.co/advisors/eric-henderson.md) | East Horizon Investments | Cambridge, Massachusetts | CFA, CFP | Percentage of assets |
| [Jason Lilly](https://find.wellspent.co/advisors/jason-lilly.md) | Tenere Wealth Advisors | Hyannis, Massachusetts | CFP, CFA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee |
| [John Russell](https://find.wellspent.co/advisors/john-russell.md) | Peak Asset Management | Needham, Massachusetts | CFA | Percentage of assets |
| [Michelle Wells](https://find.wellspent.co/advisors/michelle-wells.md) | Darrow Wealth Management | Needham, Massachusetts | CFA | Percentage of assets |
| [Shane Kelly](https://find.wellspent.co/advisors/shane-kelly.md) | Mayport | Newton, Massachusetts | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [David Manteau](https://find.wellspent.co/advisors/david-manteau.md) | Colman Knight | Acton, Massachusetts | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Jennifer Dougherty](https://find.wellspent.co/advisors/jennifer-dougherty.md) | BroadWealth LLC. | Winchester, Massachusetts | CFA | Percentage of assets, Hourly, One-time planning fee |
| [Matthew Biggar](https://find.wellspent.co/advisors/matthew-biggar.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP, CFA | Percentage of assets, Fixed fees |
| [Matthew Hodges](https://find.wellspent.co/advisors/matthew-hodges.md) | Napier Financial | Braintree, Massachusetts | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote.md) | AssetGrade | Boston, Massachusetts | CFP, CFA | Percentage of assets |
| [Adam Grossman](https://find.wellspent.co/advisors/adam-grossman.md) | Mayport | Newton, Massachusetts | CFA | Flat fee or retainer, Ongoing planning fee |
| [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Dinghao Jiang](https://find.wellspent.co/advisors/dinghao-jiang.md) | Downtown Wealth Studios | Wellesley, Massachusetts | CFA | Percentage of assets, Fixed fees |
| [Edmond Griffin](https://find.wellspent.co/advisors/edmond-griffin.md) | Apex Investment Group | Hudson, Massachusetts | CFA | Percentage of assets |
| [Oleg Litvinenko](https://find.wellspent.co/advisors/oleg-litvinenko.md) | Meeting House Capital | Concord, Massachusetts | CFA | Percentage of assets |
| [Scott Burg](https://find.wellspent.co/advisors/scott-burg.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Alex Kozlowski](https://find.wellspent.co/advisors/alex-kozlowski.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Caroline Gaffney](https://find.wellspent.co/advisors/caroline-gaffney.md) | Atwater Wealth Management | Boston, Massachusetts | CFP, CFA | Percentage of assets, Flat fee or retainer |
| [Christopher Gauthier](https://find.wellspent.co/advisors/christopher-gauthier.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Daniel Friel](https://find.wellspent.co/advisors/daniel-friel.md) | JSK Capital Advisors | Waltham, Massachusetts | CFA | Percentage of assets, Hourly |
| [Dustin Latham](https://find.wellspent.co/advisors/dustin-latham.md) | Alternative Capitalis | Wrentham, Massachusetts | CFA | Percentage of assets, Hourly, Flat fee or retainer |
| [Emily Richard](https://find.wellspent.co/advisors/emily-richard.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [George Kimball](https://find.wellspent.co/advisors/george-kimball.md) | Needham Advisory | North Andover, Massachusetts | CFA | Percentage of assets, Hourly |
| [Ian Browning](https://find.wellspent.co/advisors/ian-browning.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [James Fonzi](https://find.wellspent.co/advisors/james-fonzi.md) | Breakwater Capital Group | Stoneham, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Joseph Somerset](https://find.wellspent.co/advisors/joseph-somerset.md) | Beantown Financial Advisors | Jefferson, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Justin Klunder](https://find.wellspent.co/advisors/justin-klunder.md) | Gray Private Wealth | Canton, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Matthew Slaney](https://find.wellspent.co/advisors/matthew-slaney.md) | FinArc Investments | Norwood, Massachusetts | CFA | Percentage of assets |
| [Michael Vazza](https://find.wellspent.co/advisors/michael-vazza.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Wei Wang](https://find.wellspent.co/advisors/wei-wang.md) | Triple Summit Advisors | Newton, Massachusetts | CFP, CFA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [William Reeve](https://find.wellspent.co/advisors/william-reeve.md) | Kastel Capital | Wellesley, Massachusetts | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Erin Kerr](https://find.wellspent.co/advisors/erin-kerr.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Harrison Odaniell](https://find.wellspent.co/advisors/harrison-odaniell.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Holly Colvin](https://find.wellspent.co/advisors/holly-colvin.md) | Helm Financial Planning | West Newbury, Massachusetts | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Howard Holmes](https://find.wellspent.co/advisors/howard-holmes.md) | Holmes Investment Management | Brockton, Massachusetts | CFA | Percentage of assets, Fixed fees |
| [Jacob Kidder](https://find.wellspent.co/advisors/jacob-kidder.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Jonathan McGraw Bentley](https://find.wellspent.co/advisors/jonathan-mcgraw-bentley.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Kelsey Sullivan](https://find.wellspent.co/advisors/kelsey-sullivan.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Kevin McCutcheon](https://find.wellspent.co/advisors/kevin-mccutcheon.md) | BlueDoor Private Wealth | Beverly, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Ousmane Diagne](https://find.wellspent.co/advisors/ousmane-diagne.md) | Timbuktu Capital Management | Boston, Massachusetts | CFP, CFA | Flat fee or retainer |
| [Sean McGuirk](https://find.wellspent.co/advisors/sean-mcguirk.md) | Lincoln Capital | Uxbridge, Massachusetts | CFA | Percentage of assets, Fixed fees |
| [Steven Dray](https://find.wellspent.co/advisors/steven-dray.md) | Zevin Asset Management | Boston, Massachusetts | CFP, CFA | Percentage of assets, Hourly |
| [Tamer Alamuddin](https://find.wellspent.co/advisors/tamer-alamuddin.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Timothy Nash](https://find.wellspent.co/advisors/timothy-nash.md) | Aequitas Investment Advisors | Hingham, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Alex Rezzo](https://find.wellspent.co/advisors/alex-rezzo.md) | Andante Financial | Burlington, Massachusetts | CFA, CFP, CPA | Percentage of assets, Fixed fees |

Showing the first 50 of 150. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/massachusetts/?page=2

## 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).