ChFC financial advisors in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea Impact Advisors Group LLC, Duxbury Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Megan Donnelly Quabbin Advisors, Amherst Holds the CFP. Fees on file: one-time planning fee.
- Mike Morton Morton Financial Advice, Harvard Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Anthony Corsino Zen Financial Planning, Andover Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Zachary Ciampa Wincap Financial, Andover Holds the CFP. Fees on file: percentage of assets.
- William Sempolinski Five Corners Financial Services, Easton Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 25
- Firms
- 24
- Cities
- 19
- Hold the CFP
- 52%
- Other credentials: EA 4% · ChFC 100%
- How they charge (of 25 with fees on file): percentage of assets 88% · fixed fees 68% · hourly 56% · one-time planning fee 16%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
ChFC financial advisors by state
Questions about chFC financial advisors
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.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea | Impact Advisors Group LLC | Duxbury | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Lee Generous | Generous Wealth Management | Marshfield | CFP, ChFC | Percentage of assets, Hourly |
| Luke Delorme | Tableaux Wealth | Great Barrington | CFP, ChFC | Percentage of assets, Hourly |
| Megan Donnelly | Quabbin Advisors | Amherst | CFP, ChFC | One-time planning fee |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| Seth Corkin | May Hill Capital | Brookline | CFP, ChFC | Percentage of assets, Fixed fees |
| William Sempolinski | Five Corners Financial Services | Easton | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeffrey White | Wingate Wealth Advisors | Lexington | CFP, ChFC | Percentage of assets, Fixed fees |
| Robert Whitney | Polaris Investment Advisors, LLC. | Framingham | ChFC | Percentage of assets, Hourly |
| Spencer Henderson | Aequitas Investment Advisors | Hingham | ChFC | Percentage of assets, Hourly |
| Warner Henderson | Aequitas Investment Advisors | Hingham | ChFC | Percentage of assets, Hourly |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |
| Peter Boyd | Boyd Financial Strategies | Auburn | ChFC | Percentage of assets, Hourly |
| Timothy Withers | Twin Gryphon Advisors | Marshfield | ChFC | Percentage of assets, Hourly |
| Brandon Jordan | Impact Advisors Group | Duxbury | CFP, ChFC | Percentage of assets, Hourly |
| Casey Clarke | Cadence Wealth Management | Westborough | CFP, ChFC | Percentage of assets, Fixed fees |
| Craig Dumas | Baldwin Wealth Partners | Marion | CFP, ChFC | Percentage of assets, Fixed fees |
| Zachary Ciampa | Wincap Financial | Andover | CFP, ChFC | Percentage of assets |
| Alan Shorr | Investment Advisor Associates | Boston | ChFC | Percentage of assets, Fixed fees |
| Michael Hogan | Cutler Capital Management | Worcester | ChFC | Percentage of assets, Fixed fees |
| Paul Duval | Genesis Wealth Advisors | Stoughton | ChFC | Percentage of assets, Hourly |
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