| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Maureen Demers | Demers Financial Planning | North Andover | CFP | Percentage of assets, One-time planning fee |
| Michael Solari | Solari Financial Planning, LLC | Boston | CFP, MS | Hourly, Fixed fees |
| Patricia Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Sheila Lawrence | Ballentine Partners, LLC | Waltham | CAP, CFP | Percentage of assets, Hourly |
| Sue Danson | New Shore Financial LLC | Needham | CFP | Percentage of assets, One-time planning fee |
| Sylvie Scowcroft | The Financial Grove | Cambridge | CFP | One-time planning fee, Ongoing planning fee |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Charles Lawson | Heritage Financial Network | Concord | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Proactive Financial Solutions 360 | North Attleboro | CFP | Percentage of assets |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Juan David Ramon Soto | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Robert Mestjian | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Shane Kelly | Mayport | Newton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Amy Alpert | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Anne Gouthro | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Austin Russell | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Dante Coppola | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| David Manteau | Colman Knight | Acton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Debra Neiman | Neiman & Associates Financial Services | Watertown | CFP | Percentage of assets, One-time planning fee |
| Donald Sienkiewicz | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Eva Howland | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Jamie Upson | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Jeffrey Prunier | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| John Napolitano | Napier Financial | Braintree | CFP, PFS | Percentage of assets, Hourly |
| John Wanvig | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Jonathan Lachowitz | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Joseph Gauvin | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katie Macdonald | MacDonald Wealth Management | Mansfield | CFP | Percentage of assets, Hourly |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Marc Berman | Colman Knight | Acton | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |