CFP financial advisors in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Lilly Tenere Wealth Advisors, Hyannis Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Eric Henderson East Horizon Investments, Cambridge Holds the CFP and CFA. Fees on file: percentage of assets.
- Kevin Feig Walk You To Wealth, Dover Holds the CFP and CPA. Fees on file: subscription.
- Grant Joiner Vineyard Wealth Group, Vineyard Haven Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Caroline Gaffney Atwater Wealth Management, Boston Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Shane Kelly Mayport, Newton Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 334
- Firms
- 231
- Cities
- 107
- Hold the CFP
- 100%
- Other credentials: CFA 9% · CPA 2% · EA 2%
- How they charge (of 333 with fees on file): percentage of assets 85% · fixed fees 66% · hourly 55% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 334 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Ashley Rittershaus Flat-fee, six-month planning for people who want to retire early, work less or change course while caring for their future selves. | Curious Crow Financial Planning | Revere | CFP | One-time planning fee |
| Glenn Brown | PlanDynamic, LLC | Framingham | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee |
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Jay Abolofia | Lyon Financial Planning, LLC | Waltham | CFP, PhD | Flat fee or retainer, Hourly |
| Stephanie Loeffel | Ascend Financial LLC | Scituate | CFP | Percentage of assets, Ongoing planning fee |
| T.J. van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Theodore van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| John Spoto | Sentry Financial Planning, LLC | Andover | CFP, MBA | Percentage of assets, One-time planning fee |
| Justin Green | Assist FP | Marlborough | CFP, MSFP | One-time planning fee |
| Quentara Costa | Powwow, LLC | North Andover | CFP, MSFP | Hourly, Ongoing planning fee |
| Vincent Renaut | Pier 42 Advisors | South Dennis | CFP | Percentage of assets, Hourly |
| Annie McQuilken | Forever Financial Advisors, LLC | Worcester | CFP, CFT-I, MS | Percentage of assets, Hourly |
| Brendan O'Rourke | Greenway Financial Advisors LLC | Burlington | CFP, EA | Percentage of assets, Hourly |
| Grant Joiner | Vineyard Wealth Group | Vineyard Haven | CFP, AAMS, EA | Percentage of assets, One-time planning fee |
| Nicholas Stevens | Evergreen Wealth Management | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Chan | Locker Financial Services, LLC | Needham | BS, CFP, CIMA | One-time planning fee, Hourly |
| Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea | Impact Advisors Group LLC | Duxbury | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) | Impact Advisors Group LLC | Duxbury | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Debbie Levenson | Levenson Wealth LLC | Newtonville | CFP, MBA | One-time planning fee, Ongoing planning fee |
| Elise Stevenson | Clearvue Advisors | Milton | CFP, MBA | Percentage of assets |
| Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. | Beyond Your Hammock LLC | Boston | CFP | Subscription, Flat fee or retainer |
| Greg Peterson | Adaptive Financial Solutions, Inc. | Cambridge | BA, CFA, CFP, MA | Fixed fees |
| Ian Rea | Slate Peak Financial Services, LLC | Medfield | CFA, CFP, MBA | Ongoing planning fee, One-time planning fee |
| Michael Gross | Rising Tides Financial, LLC | Needham | CFP, CPA, MST | Fixed fees |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| Thomas Fisher | Fisher Financial Strategies | Cambridge | CFP | Hourly, One-time planning fee |
| Caden Buckley | Beacon Financial Planning, Inc. | Hyannis | CFP | Percentage of assets, Fixed fees |
| Dan Pinheiro | South Coast Planning & Wealth Management LLC | Fall River | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| Eric Henderson | East Horizon Investments | Cambridge | CFA, CFP | Percentage of assets |
| Jason Lilly | Tenere Wealth Advisors | Hyannis | CFP, CFA | Percentage of assets, One-time planning fee |
| Jennifer Lane | Compass Planning Associates | Westwood | CFP, MBA | Hourly, One-time planning fee |
| Kelsey Brennan | Perennial Advisors Group, LLC | Westford | CFP | Ongoing planning fee |
| Leslie Modica | Saltbox Financial | Newburyport | CFP | Hourly, Ongoing planning fee |
| Liam Timmons | Timmons Wealth Management | Attleboro | CFP, CIMA, MBA | Percentage of assets |
| Shaun Erickson | Single Point Partners | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| Susan Moore | Moore Financial Advisors, Ltd. | Watertown | CFP, MS | Hourly, Ongoing planning fee |
| Anthony Salotto | Delphinus Financial Advisors, LLC | Mansfield | BS, CFP, EA, MS | Fixed fees |
| Cheryl Costa | Woodside Wealth Management LLC | Framingham | BS, CFP, MBA | Percentage of assets, Flat fee or retainer |
| John Kochevar | Kochevar Financial Planning, LLC | Grafton | CFP | Ongoing planning fee |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Cory Christiana | NEXTEN FP | Hingham | CFP | Percentage of assets, Fixed fees |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
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