# Advisors for $500,000 to $1 million in Massachusetts > In Massachusetts, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Shane Kelly of Mayport, Eric Henderson of East Horizon Investments and Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/massachusetts/ 287 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 $500,000 to $1 million in Massachusetts? In Massachusetts, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Shane Kelly of Mayport, Eric Henderson of East Horizon Investments and Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC. ## How many fee-only advisors for $500,000 to $1 million in Massachusetts are there? The Wellspent public graph lists 287 fee-only advisors for $500,000 to $1 million in Massachusetts, at 108 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Massachusetts located? Of the 287 fee-only advisors for $500,000 to $1 million in Massachusetts, 50 are in Boston, followed by 17 in Lexington and 15 in Needham. ## How do fee-only advisors for $500,000 to $1 million in Massachusetts charge? The most common fee among fee-only advisors for $500,000 to $1 million in Massachusetts is a percentage of assets, used by 90% of the 287 with fees on file. Many use more than one: 66% charge fixed fees and 56% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Massachusetts hold the CFP? 40% of the 287 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Massachusetts? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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 | |---|---|---|---|---| | [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Clandine Schrock](https://find.wellspent.co/advisors/clandine-schrock.md) | Montis Financial | Waltham, Massachusetts | CFP, CPWA | Percentage of assets, Hourly, Fixed fees | | [Quentara Costa](https://find.wellspent.co/advisors/quentara-costa.md) | Powwow, LLC | North Andover, Massachusetts | CFP, MSFP | Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Nicholas Stevens](https://find.wellspent.co/advisors/nicholas-stevens.md) | Evergreen Wealth Management | Boston, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee | | [Andrew Chan](https://find.wellspent.co/advisors/andrew-chan.md) | Locker Financial Services, LLC | Needham, Massachusetts | BS, CFP, CIMA | One-time planning fee, 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 | | [Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab)](https://find.wellspent.co/advisors/chris-steward-cfa-cfp-ricp-ma-cantab.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Debbie Levenson](https://find.wellspent.co/advisors/debbie-levenson.md) | Levenson Wealth LLC | Newtonville, Massachusetts | CFP, MBA | One-time planning fee, Ongoing planning fee | | [Elise Stevenson](https://find.wellspent.co/advisors/elise-stevenson.md) | Clearvue Advisors | Milton, Massachusetts | CFP, MBA | Percentage of assets | | [Eric Henderson](https://find.wellspent.co/advisors/eric-henderson.md) | East Horizon Investments | Cambridge, Massachusetts | CFA, CFP | Percentage of assets | | [Jennifer Lane](https://find.wellspent.co/advisors/jennifer-lane.md) | Compass Planning Associates | Westwood, Massachusetts | CFP, MBA | Hourly, One-time planning fee, Ongoing planning fee | | [Kelsey Brennan](https://find.wellspent.co/advisors/kelsey-brennan.md) | Perennial Advisors Group, LLC | Westford, Massachusetts | CFP | Ongoing planning fee | | [Shaun Erickson](https://find.wellspent.co/advisors/shaun-erickson.md) | Single Point Partners | Boston, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee | | [Cheryl Costa](https://find.wellspent.co/advisors/cheryl-costa.md) | Woodside Wealth Management LLC | Framingham, Massachusetts | BS, CFP, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Kristin McKenna](https://find.wellspent.co/advisors/kristin-mckenna.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets | | [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets | | [Jeffrey Meenes](https://find.wellspent.co/advisors/jeffrey-meenes.md) | Meenes Wealth Partners | Shrewsbury, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [John Russell](https://find.wellspent.co/advisors/john-russell.md) | Peak Asset Management | Needham, Massachusetts | CFA | Percentage of assets | | [Juan David Ramon Soto](https://find.wellspent.co/advisors/juan-david-ramon-soto.md) | Alliance Private Wealth | North Reading, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Michelle Wells](https://find.wellspent.co/advisors/michelle-wells.md) | Darrow Wealth Management | Needham, Massachusetts | CFA | Percentage of assets | | [Miguel Rios Amurrio](https://find.wellspent.co/advisors/miguel-rios-amurrio.md) | TQM Wealth Partners | Marblehead, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Mestjian](https://find.wellspent.co/advisors/robert-mestjian.md) | Alliance Private Wealth | North Reading, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Shane Kelly](https://find.wellspent.co/advisors/shane-kelly.md) | Mayport | Newton, Massachusetts | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Alexander Weiss](https://find.wellspent.co/advisors/alexander-weiss.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Andre Fernandes](https://find.wellspent.co/advisors/andre-fernandes.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Anne Gouthro](https://find.wellspent.co/advisors/anne-gouthro.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Hennessy](https://find.wellspent.co/advisors/brian-hennessy.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Dante Coppola](https://find.wellspent.co/advisors/dante-coppola.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald Sienkiewicz](https://find.wellspent.co/advisors/donald-sienkiewicz.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Eva Howland](https://find.wellspent.co/advisors/eva-howland.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [James Scanlan](https://find.wellspent.co/advisors/james-scanlan.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Jeffrey Prunier](https://find.wellspent.co/advisors/jeffrey-prunier.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees | | [John Napolitano](https://find.wellspent.co/advisors/john-napolitano.md) | Napier Financial | Braintree, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [John Wanvig](https://find.wellspent.co/advisors/john-wanvig.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Lachowitz](https://find.wellspent.co/advisors/jonathan-lachowitz.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Devereaux](https://find.wellspent.co/advisors/joshua-devereaux.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Maclean Barach](https://find.wellspent.co/advisors/maclean-barach.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Matthew Biggar](https://find.wellspent.co/advisors/matthew-biggar.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP, CFA | Percentage of assets, Fixed fees | | [Matthew Hodges](https://find.wellspent.co/advisors/matthew-hodges.md) | Napier Financial | Braintree, Massachusetts | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Roberta Tondo](https://find.wellspent.co/advisors/roberta-tondo.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Fletcher](https://find.wellspent.co/advisors/thomas-fletcher.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Grunbeck](https://find.wellspent.co/advisors/thomas-grunbeck.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees | | [William Lefavor](https://find.wellspent.co/advisors/william-lefavor.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Adam Grossman](https://find.wellspent.co/advisors/adam-grossman.md) | Mayport | Newton, Massachusetts | CFA | Flat fee or retainer, Ongoing planning fee | | [Jarod Bloom](https://find.wellspent.co/advisors/jarod-bloom.md) | Sechrest & Bloom | Acton, Massachusetts | CFP | Fixed fees | | [John Levangie](https://find.wellspent.co/advisors/john-levangie.md) | Darrow Wealth Management | Needham, Massachusetts | | Percentage of assets | | [Megan Donnelly](https://find.wellspent.co/advisors/megan-donnelly.md) | Quabbin Advisors | Amherst, Massachusetts | CFP, ChFC | One-time planning fee | | [Michael Kozak](https://find.wellspent.co/advisors/michael-kozak.md) | BlueDoor Private Wealth | Beverly, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Michelle Fallon](https://find.wellspent.co/advisors/michelle-fallon.md) | Aequitas Investment Advisors | Hingham, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Oleg Litvinenko](https://find.wellspent.co/advisors/oleg-litvinenko.md) | Meeting House Capital | Concord, Massachusetts | CFA | Percentage of assets | Showing the first 50 of 287. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).