# Advisors for $1 million to $3 million in Massachusetts > In Massachusetts, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Brett Mirliani of Birch Hill Investment Advisors, Steven Dray of Zevin Asset Management and Michael Sheldon of Washington Trust Advisors. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/massachusetts/ 187 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 for $1 million to $3 million in Massachusetts? In Massachusetts, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Brett Mirliani of Birch Hill Investment Advisors, Steven Dray of Zevin Asset Management and Michael Sheldon of Washington Trust Advisors. ## How many fee-only advisors for $1 million to $3 million in Massachusetts are there? The Wellspent public graph lists 187 fee-only advisors for $1 million to $3 million in Massachusetts, at 51 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Massachusetts located? Of the 187 fee-only advisors for $1 million to $3 million in Massachusetts, 86 are in Boston, followed by 16 in Braintree and 12 in Marion. ## How do fee-only advisors for $1 million to $3 million in Massachusetts charge? The most common fee among fee-only advisors for $1 million to $3 million in Massachusetts is a percentage of assets, used by 97% of the 187 with fees on file. Many use more than one: 70% charge fixed fees and 60% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Massachusetts hold the CFP? 29% of the 187 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Massachusetts? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | |---|---|---|---|---| | [Michael Gross](https://find.wellspent.co/advisors/michael-gross.md) | Rising Tides Financial, LLC | Needham, Massachusetts | CFP, CPA, MST | Fixed fees | | [John Konetzny](https://find.wellspent.co/advisors/john-konetzny.md) | The Practical Planner | Groton, Massachusetts | CFP | Ongoing planning fee | | [Patricia Konetzny](https://find.wellspent.co/advisors/patricia-konetzny.md) | The Practical Planner | Groton, Massachusetts | CFP | Ongoing planning fee | | [Sheila Lawrence](https://find.wellspent.co/advisors/sheila-lawrence.md) | Ballentine Partners, LLC | Waltham, Massachusetts | CAP, CFP | Percentage of assets, Hourly, Fixed fees | | [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Lawson](https://find.wellspent.co/advisors/charles-lawson.md) | Heritage Financial Network | Concord, Massachusetts | CFP | Percentage of assets, Hourly | | [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Cote](https://find.wellspent.co/advisors/kyle-cote.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Leann Sullivan](https://find.wellspent.co/advisors/leann-sullivan.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Meehan](https://find.wellspent.co/advisors/michael-meehan.md) | TFC Financial | Boston, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Rioux](https://find.wellspent.co/advisors/sarah-rioux.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Amy Alpert](https://find.wellspent.co/advisors/amy-alpert.md) | Gray Private Wealth | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Austin Russell](https://find.wellspent.co/advisors/austin-russell.md) | Gray Private Wealth | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Dougherty](https://find.wellspent.co/advisors/jennifer-dougherty.md) | BroadWealth LLC. | Winchester, Massachusetts | CFA | Percentage of assets, Hourly, One-time planning fee | | [John Desimone](https://find.wellspent.co/advisors/john-desimone.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Katelyn Mahon](https://find.wellspent.co/advisors/katelyn-mahon.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Simmons](https://find.wellspent.co/advisors/matthew-simmons-6704411.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Amy Qiu](https://find.wellspent.co/advisors/amy-qiu.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jenna Israni](https://find.wellspent.co/advisors/jenna-israni.md) | TFC Financial | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Jessica Welch](https://find.wellspent.co/advisors/jessica-welch.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Burg](https://find.wellspent.co/advisors/scott-burg.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Alex Kozlowski](https://find.wellspent.co/advisors/alex-kozlowski.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Cameron Rahbar](https://find.wellspent.co/advisors/cameron-rahbar.md) | Howland Capital | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Pleck](https://find.wellspent.co/advisors/elizabeth-pleck.md) | Financial Strategies | Wellesley, Massachusetts | CFP | Hourly, Percentage of assets, One-time planning fee | | [Emily Richard](https://find.wellspent.co/advisors/emily-richard.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Ian Browning](https://find.wellspent.co/advisors/ian-browning.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Justin Klunder](https://find.wellspent.co/advisors/justin-klunder.md) | Gray Private Wealth | Canton, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Vazza](https://find.wellspent.co/advisors/michael-vazza.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Nicole Heavern](https://find.wellspent.co/advisors/nicole-heavern.md) | Riverview Capital Advisers | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Tracy Gibbs](https://find.wellspent.co/advisors/tracy-gibbs.md) | Howland Capital | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Duncan Perry](https://find.wellspent.co/advisors/duncan-perry.md) | Smarter Bear Financial Advisors | Swampscott, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Erin Kerr](https://find.wellspent.co/advisors/erin-kerr.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Frederick Pryor](https://find.wellspent.co/advisors/frederick-pryor.md) | TFC Financial | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Harrison Odaniell](https://find.wellspent.co/advisors/harrison-odaniell.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Kidder](https://find.wellspent.co/advisors/jacob-kidder.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [James Lawson](https://find.wellspent.co/advisors/james-lawson.md) | Heritage Financial Network | Concord, Massachusetts | | Percentage of assets, Hourly | | [Jessica Grande](https://find.wellspent.co/advisors/jessica-grande.md) | TFC Financial | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jonathan McGraw Bentley](https://find.wellspent.co/advisors/jonathan-mcgraw-bentley.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Kelsey Sullivan](https://find.wellspent.co/advisors/kelsey-sullivan.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Lawrence Derany](https://find.wellspent.co/advisors/lawrence-derany.md) | Smarter Bear Financial Advisors | Swampscott, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Dray](https://find.wellspent.co/advisors/steven-dray.md) | Zevin Asset Management | Boston, Massachusetts | CFP, CFA | Percentage of assets, Hourly | | [Tamer Alamuddin](https://find.wellspent.co/advisors/tamer-alamuddin.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Andrew Krout](https://find.wellspent.co/advisors/andrew-krout.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Brett Mirliani](https://find.wellspent.co/advisors/brett-mirliani.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFP, CFA | Percentage of assets | | [Camden Newton](https://find.wellspent.co/advisors/camden-newton.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Catherine Kennedy](https://find.wellspent.co/advisors/catherine-kennedy.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFP | Percentage of assets | | [Charles Clapp](https://find.wellspent.co/advisors/charles-clapp.md) | Howland Capital | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Charles Evangelakos](https://find.wellspent.co/advisors/charles-evangelakos.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 187. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/massachusetts/?page=2 ## 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).