# CFP financial advisors in Massachusetts

> In Massachusetts, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Jason Lilly of Tenere Wealth Advisors, Eric Henderson of East Horizon Investments and Kevin Feig of Walk You To Wealth.

Page: https://find.wellspent.co/by/cfp-financial-advisors/massachusetts/
334 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 CFP in Massachusetts?

In Massachusetts, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Jason Lilly of Tenere Wealth Advisors, Eric Henderson of East Horizon Investments and Kevin Feig of Walk You To Wealth.

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

The Wellspent public graph lists 334 fee-only advisors who hold the CFP in Massachusetts, at 231 firms. We counted every advisor record that fits, as of October 2026.

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

Of the 334 fee-only advisors who hold the CFP in Massachusetts, 53 are in Boston, followed by 16 in Braintree and 13 in Lexington.

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

The most common fee among fee-only advisors who hold the CFP in Massachusetts is a percentage of assets, used by 85% of the 333 with fees on file. Many use more than one: 66% charge fixed fees and 55% charge by the hour.

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

100% of the 334 fee-only advisors who hold the CFP 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 CFP?

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

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

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

## How current is this list of fee-only advisors who hold the CFP 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 |
|---|---|---|---|---|
| [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription |
| [Ashley Rittershaus](https://find.wellspent.co/advisors/ashley-rittershaus.md) | Curious Crow Financial Planning | Revere, Massachusetts | CFP | One-time planning fee |
| [Glenn Brown](https://find.wellspent.co/advisors/glenn-brown.md) | PlanDynamic, LLC | Framingham, Massachusetts | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi.md) | Wealthmind Financial Planning LLC | Cambridge, Massachusetts | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Mike Morton](https://find.wellspent.co/advisors/mike-morton.md) | Morton Financial Advice | Harvard, Massachusetts | CFP, ChFC, RLP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jay Abolofia](https://find.wellspent.co/advisors/jay-abolofia.md) | Lyon Financial Planning, LLC | Waltham, Massachusetts | CFP, PhD | Flat fee or retainer, Hourly, One-time planning fee |
| [Stephanie Loeffel](https://find.wellspent.co/advisors/stephanie-loeffel.md) | Ascend Financial LLC | Scituate, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [T.J. van Gerven](https://find.wellspent.co/advisors/tj-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Clandine Schrock](https://find.wellspent.co/advisors/clandine-schrock.md) | Montis Financial | Waltham, Massachusetts | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [John Spoto](https://find.wellspent.co/advisors/john-spoto.md) | Sentry Financial Planning, LLC | Andover, Massachusetts | CFP, MBA | Percentage of assets, One-time planning fee |
| [Justin Green](https://find.wellspent.co/advisors/justin-green.md) | Assist FP | Marlborough, Massachusetts | CFP, MSFP | One-time planning fee |
| [Quentara Costa](https://find.wellspent.co/advisors/quentara-costa.md) | Powwow, LLC | North Andover, Massachusetts | CFP, MSFP | Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Vincent Renaut](https://find.wellspent.co/advisors/vincent-renaut.md) | Pier 42 Advisors | South Dennis, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees |
| [Brendan O'Rourke](https://find.wellspent.co/advisors/brendan-orourke.md) | Greenway Financial Advisors LLC | Burlington, Massachusetts | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Grant Joiner](https://find.wellspent.co/advisors/grant-joiner.md) | Vineyard Wealth Group | Vineyard Haven, Massachusetts | CFP, AAMS, EA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Nicholas Stevens](https://find.wellspent.co/advisors/nicholas-stevens.md) | Evergreen Wealth Management | Boston, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee |
| [Andrew Chan](https://find.wellspent.co/advisors/andrew-chan.md) | Locker Financial Services, LLC | Needham, Massachusetts | BS, CFP, CIMA | One-time planning fee, Hourly |
| [Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea](https://find.wellspent.co/advisors/brandon-jordan-msa-cfp-chfc-cepa-cvga-clu-ea.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| [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 |
| [Debbie Levenson](https://find.wellspent.co/advisors/debbie-levenson.md) | Levenson Wealth LLC | Newtonville, Massachusetts | CFP, MBA | One-time planning fee, Ongoing planning fee |
| [Elise Stevenson](https://find.wellspent.co/advisors/elise-stevenson.md) | Clearvue Advisors | Milton, Massachusetts | CFP, MBA | Percentage of assets |
| [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge.md) | Beyond Your Hammock LLC | Boston, Massachusetts | CFP | Subscription, Flat fee or retainer |
| [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 |
| [Michael Gross](https://find.wellspent.co/advisors/michael-gross.md) | Rising Tides Financial, LLC | Needham, Massachusetts | CFP, CPA, MST | Fixed fees |
| [Misty Lynch](https://find.wellspent.co/advisors/misty-lynch.md) | Sound View Financial Advisors, LLC | Newton Center, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Fisher](https://find.wellspent.co/advisors/thomas-fisher.md) | Fisher Financial Strategies | Cambridge, Massachusetts | CFP | Hourly, One-time planning fee |
| [Caden Buckley](https://find.wellspent.co/advisors/caden-buckley.md) | Beacon Financial Planning, Inc. | Hyannis, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [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 |
| [Jennifer Lane](https://find.wellspent.co/advisors/jennifer-lane.md) | Compass Planning Associates | Westwood, Massachusetts | CFP, MBA | Hourly, One-time planning fee, Ongoing planning fee |
| [Kelsey Brennan](https://find.wellspent.co/advisors/kelsey-brennan.md) | Perennial Advisors Group, LLC | Westford, Massachusetts | CFP | Ongoing planning fee |
| [Leslie Modica](https://find.wellspent.co/advisors/leslie-modica.md) | Saltbox Financial | Newburyport, Massachusetts | CFP | Hourly, Ongoing planning fee |
| [Liam Timmons](https://find.wellspent.co/advisors/liam-timmons.md) | Timmons Wealth Management | Attleboro, Massachusetts | CFP, CIMA, MBA | Percentage of assets |
| [Shaun Erickson](https://find.wellspent.co/advisors/shaun-erickson.md) | Single Point Partners | Boston, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee |
| [Susan Moore](https://find.wellspent.co/advisors/susan-moore.md) | Moore Financial Advisors, Ltd. | Watertown, Massachusetts | CFP, MS | Hourly, Ongoing planning fee |
| [Anthony Salotto](https://find.wellspent.co/advisors/anthony-salotto.md) | Delphinus Financial Advisors, LLC | Mansfield, Massachusetts | BS, CFP, EA, MS | Fixed fees |
| [Cheryl Costa](https://find.wellspent.co/advisors/cheryl-costa.md) | Woodside Wealth Management LLC | Framingham, Massachusetts | BS, CFP, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [John Kochevar](https://find.wellspent.co/advisors/john-kochevar.md) | Kochevar Financial Planning, LLC | Grafton, Massachusetts | CFP | Ongoing planning fee |
| [Kristin McKenna](https://find.wellspent.co/advisors/kristin-mckenna.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets |
| [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets |
| [Beth Lundberg](https://find.wellspent.co/advisors/beth-lundberg.md) | Hawthorne Wellman Financial Planning | Tyngsboro, Massachusetts | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Cory Christiana](https://find.wellspent.co/advisors/cory-christiana.md) | NEXTEN FP | Hingham, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Jeffrey Meenes](https://find.wellspent.co/advisors/jeffrey-meenes.md) | Meenes Wealth Partners | Shrewsbury, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Jeremy Bohne](https://find.wellspent.co/advisors/jeremy-bohne.md) | Paceline Wealth Management | Medfield, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |

Showing the first 50 of 334. The full list, page by page: https://find.wellspent.co/by/cfp-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).