# ChFC financial advisors in Massachusetts > In Massachusetts, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC, Megan Donnelly of Quabbin Advisors and Mike Morton of Morton Financial Advice. Page: https://find.wellspent.co/by/chfc-financial-advisors/massachusetts/ 25 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 ChFC in Massachusetts? In Massachusetts, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC, Megan Donnelly of Quabbin Advisors and Mike Morton of Morton Financial Advice. ## How many fee-only advisors who hold the ChFC in Massachusetts are there? The Wellspent public graph lists 25 fee-only advisors who hold the ChFC in Massachusetts, at 24 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the ChFC in Massachusetts located? Of the 25 fee-only advisors who hold the ChFC in Massachusetts, 3 are in Boston, followed by 2 in Duxbury and 2 in Andover. ## How do fee-only advisors who hold the ChFC in Massachusetts charge? The most common fee among fee-only advisors who hold the ChFC in Massachusetts is a percentage of assets, used by 88% of the 25 with fees on file. Many use more than one: 68% charge fixed fees and 56% charge by the hour. ## How many fee-only advisors who hold the ChFC in Massachusetts hold the CFP? 52% of the 25 fee-only advisors who hold the ChFC 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 ChFC? We count an advisor here when their record lists the ChFC. ## What should I ask fee-only advisors who hold the ChFC in Massachusetts? What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge? ## How current is this list of fee-only advisors who hold the ChFC 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 | |---|---|---|---|---| | [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 | | [Christopher Lazzaro](https://find.wellspent.co/advisors/christopher-lazzaro.md) | Plan For It Financial, LLC | Salem, Massachusetts | ChFC, RICP | One-time planning fee, Subscription, 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 | | [Anthony Corsino](https://find.wellspent.co/advisors/anthony-corsino.md) | Zen Financial Planning | Andover, Massachusetts | CFP, ChFC | Percentage of assets, One-time planning fee | | [Jenna Israni](https://find.wellspent.co/advisors/jenna-israni.md) | TFC Financial | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Lee Generous](https://find.wellspent.co/advisors/lee-generous.md) | Generous Wealth Management | Marshfield, Massachusetts | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Luke Delorme](https://find.wellspent.co/advisors/luke-delorme.md) | Tableaux Wealth | Great Barrington, Massachusetts | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Megan Donnelly](https://find.wellspent.co/advisors/megan-donnelly.md) | Quabbin Advisors | Amherst, Massachusetts | CFP, ChFC | One-time planning fee | | [David Juliano](https://find.wellspent.co/advisors/david-juliano.md) | Stonehearth Capital Management | Danvers, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Seth Corkin](https://find.wellspent.co/advisors/seth-corkin.md) | May Hill Capital | Brookline, Massachusetts | CFP, ChFC | Percentage of assets, Fixed fees | | [William Sempolinski](https://find.wellspent.co/advisors/william-sempolinski.md) | Five Corners Financial Services | Easton, Massachusetts | CFP, ChFC | Percentage of assets, Fixed fees | | [Jeffrey White](https://find.wellspent.co/advisors/jeffrey-white.md) | Wingate Wealth Advisors | Lexington, Massachusetts | CFP, ChFC | Percentage of assets, Fixed fees | | [Robert Whitney](https://find.wellspent.co/advisors/robert-whitney.md) | Polaris Investment Advisors, LLC. | Framingham, Massachusetts | ChFC | Percentage of assets, Hourly | | [Spencer Henderson](https://find.wellspent.co/advisors/spencer-henderson.md) | Aequitas Investment Advisors | Hingham, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Warner Henderson](https://find.wellspent.co/advisors/warner-henderson.md) | Aequitas Investment Advisors | Hingham, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Charles Von Stackelberg](https://find.wellspent.co/advisors/charles-von-stackelberg.md) | Radius Wealth Management | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Peter Boyd](https://find.wellspent.co/advisors/peter-boyd.md) | Boyd Financial Strategies | Auburn, Massachusetts | ChFC | Percentage of assets, Hourly | | [Timothy Withers](https://find.wellspent.co/advisors/timothy-withers.md) | Twin Gryphon Advisors | Marshfield, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Brandon Jordan](https://find.wellspent.co/advisors/brandon-jordan.md) | Impact Advisors Group | Duxbury, Massachusetts | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Casey Clarke](https://find.wellspent.co/advisors/casey-clarke.md) | Cadence Wealth Management | Westborough, Massachusetts | CFP, ChFC | Percentage of assets, Fixed fees | | [Craig Dumas](https://find.wellspent.co/advisors/craig-dumas.md) | Baldwin Wealth Partners | Marion, Massachusetts | CFP, ChFC | Percentage of assets, Fixed fees | | [Zachary Ciampa](https://find.wellspent.co/advisors/zachary-ciampa.md) | Wincap Financial | Andover, Massachusetts | CFP, ChFC | Percentage of assets | | [Alan Shorr](https://find.wellspent.co/advisors/alan-shorr.md) | Investment Advisor Associates | Boston, Massachusetts | ChFC | Percentage of assets, Fixed fees | | [Michael Hogan](https://find.wellspent.co/advisors/michael-hogan.md) | Cutler Capital Management | Worcester, Massachusetts | ChFC | Percentage of assets, Fixed fees, Performance-based fees | | [Paul Duval](https://find.wellspent.co/advisors/paul-duval.md) | Genesis Wealth Advisors | Stoughton, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | ## 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).