Advisors for $1 million to $3 million in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brett Mirliani Birch Hill Investment Advisors, Boston Holds the CFP and CFA. Fees on file: percentage of assets.
- Steven Dray Zevin Asset Management, Boston Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Michael Sheldon Washington Trust Advisors, Wellesley Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Sunil Harpalani Holistic View Financial, LLC, Boston Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Samuel Cohen Park State Asset Management, Beverly Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Mike Gross Rising Tides Financial, LLC, Needham Holds the CFP and CPA. Fees on file: fixed fees.
By the numbers
- Advisors listed
- 187
- Firms
- 51
- Cities
- 35
- Hold the CFP
- 29%
- Other credentials: CFA 30% · CPA 2% · ChFC 2%
- How they charge (of 187 with fees on file): percentage of assets 97% · fixed fees 70% · hourly 60% · performance-based fees 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 187 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Gross | Rising Tides Financial, LLC | Needham | CFP, CPA, MST | Fixed fees |
| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Patricia Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Sheila Lawrence | Ballentine Partners, LLC | Waltham | CAP, CFP | Percentage of assets, Hourly |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Charles Lawson | Heritage Financial Network | Concord | CFP | Percentage of assets, Hourly |
| Jane Barney | TFC Financial | Boston | 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 |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Amy Alpert | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Austin Russell | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Matthew Simmons | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Amy Qiu | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jessica Welch | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Alex Kozlowski | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Cameron Rahbar | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Elizabeth Pleck | Financial Strategies | Wellesley | CFP | Hourly, Percentage of assets |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Justin Klunder | Gray Private Wealth | Canton | CFA | Percentage of assets, Hourly |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Nicole Heavern | Riverview Capital Advisers | Boston | CFP | Percentage of assets, Hourly |
| Tracy Gibbs | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Duncan Perry | Smarter Bear Financial Advisors | Swampscott | CFP | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Lawrence Derany | Smarter Bear Financial Advisors | Swampscott | CFP | Percentage of assets, Hourly |
| Steven Dray | Zevin Asset Management | Boston | CFP, CFA | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Brett Mirliani | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Camden Newton | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Catherine Kennedy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Charles Clapp | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Charles Evangelakos | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
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