| Robert Dockendorff | May Hill Capital | Cohasset | CFP | Percentage of assets, Fixed fees |
| Seth Corkin | May Hill Capital | Brookline | CFP, ChFC | Percentage of assets, Fixed fees |
| Thomas Kilgallen | Fair Weather Strategies | Andover | CFP | Percentage of assets, Ongoing planning fee |
| Tracy Gibbs | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Wei Wang | Triple Summit Advisors | Newton | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Wesley Delcol | Guidance Point Advisors | Wellesley | CFP | Percentage of assets |
| William Reeve | Kastel Capital | Wellesley | CFP, CFA | Percentage of assets, Hourly |
| William Sempolinski | Five Corners Financial Services | Easton | CFP, ChFC | Percentage of assets, Fixed fees |
| Alexander Burke | Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates | Dedham | CFP | Percentage of assets, Hourly |
| Alison Goodrich | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Beck Ringle | Chicory Wealth | South Deerfield | CFP | Percentage of assets, Fixed fees |
| Carol Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Charles Corkery | PUREfi Wealth | Boston | CFP | Percentage of assets, Hourly |
| Christopher Bekel | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| David Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| David Linnard | Linnard Financial Management & Planning | Boxborough | CFP | Percentage of assets, Ongoing planning fee |
| David Rhee | Rhee + Company | Natick | CFP | Percentage of assets, Hourly |
| Dennis O'Keefe | Successful Money Strategies | Fall River | CFP | Percentage of assets, Fixed fees |
| Duncan Perry | Smarter Bear Financial Advisors | Swampscott | CFP | Percentage of assets, Hourly |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Holly Colvin | Helm Financial Planning | West Newbury | CFP, CFA | Percentage of assets, Hourly |
| Jason Sikorski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jeffrey White | Wingate Wealth Advisors | Lexington | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeremy David | Little House Capital | Braintree | CFP | Percentage of assets, Hourly |
| John Slupski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Lawrence Derany | Smarter Bear Financial Advisors | Swampscott | CFP | Percentage of assets, Hourly |
| Mark Schiffenhaus | Long Point Wealth Management | Wellfleet | CFP | Percentage of assets |
| Michael Claveau | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Michael Serchen | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Ousmane Diagne | Timbuktu Capital Management | Boston | CFP, CFA | Flat fee or retainer |
| Rosemarie Connolly | Connolly Advisors | North Andover | CFP | Percentage of assets, Hourly |
| Steven Dray | Zevin Asset Management | Boston | CFP, CFA | Percentage of assets, Hourly |
| Teofilo Ferreira | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Wendy Suzanne Marsden | ProsperiTea Planning | Greenfield | CFP | One-time planning fee |
| Alex Rezzo | Andante Financial | Burlington | CFA, CFP, CPA | Percentage of assets, Fixed fees |
| Alisa Skatrud | Plum Street Advisors | Newton | CFA, CFP, MPA | Percentage of assets |
| Alyssa Reed | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Bethany Parker | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Bill Nugent | Convey Wealth Management | Boston | CFP, EA | Percentage of assets, Fixed fees |
| Brad Wright | Launch Financial Planning | Andover | CFP | Percentage of assets, Hourly |
| Brett Mirliani | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Brian Doherty | Balanced Rock Investment Advisors | Roslindale, | CFP | Percentage of assets, Hourly |
| Catherine Kennedy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Chris Chen | Insight Financial Strategists LLC | Newton | CDFA, CFP, MBA, RLP | Percentage of assets, Hourly |
| Christopher Mikus | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| David Martula | Fee-Only Financial Planning | Hadley | CFP | Hourly, Percentage of assets |
| Dorothy Cole | Dorothy J. Cole | Lexington | CFP, EdM, MBA | Percentage of assets, Hourly |
| Elizabeth Garvey | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Eric Scruggs | Hark Financial Planning, LLC | Stoneham | CFP, EA, MBA | Hourly, Fixed fees |