Advisors for $500,000 to $1 million in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Shane Kelly Mayport, Newton Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Eric Henderson East Horizon Investments, Cambridge Holds the CFP and CFA. Fees on file: percentage of assets.
- 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.
- Caroline Gaffney Atwater Wealth Management, Boston Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Matthew Hodges Napier Financial, Braintree Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Matthew Biggar Stage Harbor Financial, Westwood Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 287
- Firms
- 108
- Cities
- 64
- Hold the CFP
- 40%
- Other credentials: CFA 13% · EA 0% · ChFC 4%
- How they charge (of 287 with fees on file): percentage of assets 90% · fixed fees 66% · hourly 56% · ongoing planning fee 6%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 287 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| Quentara Costa | Powwow, LLC | North Andover | CFP, MSFP | Hourly, Ongoing planning fee |
| Nicholas Stevens | Evergreen Wealth Management | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Chan | Locker Financial Services, LLC | Needham | BS, CFP, CIMA | One-time planning fee, Hourly |
| Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea | Impact Advisors Group LLC | Duxbury | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) | Impact Advisors Group LLC | Duxbury | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Debbie Levenson | Levenson Wealth LLC | Newtonville | CFP, MBA | One-time planning fee, Ongoing planning fee |
| Elise Stevenson | Clearvue Advisors | Milton | CFP, MBA | Percentage of assets |
| Eric Henderson | East Horizon Investments | Cambridge | CFA, CFP | Percentage of assets |
| Jennifer Lane | Compass Planning Associates | Westwood | CFP, MBA | Hourly, One-time planning fee |
| Kelsey Brennan | Perennial Advisors Group, LLC | Westford | CFP | Ongoing planning fee |
| Shaun Erickson | Single Point Partners | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| Cheryl Costa | Woodside Wealth Management LLC | Framingham | BS, CFP, MBA | Percentage of assets, Flat fee or retainer |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| Juan David Ramon Soto | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Robert Mestjian | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Shane Kelly | Mayport | Newton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Anne Gouthro | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Dante Coppola | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Donald Sienkiewicz | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Eva Howland | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Jeffrey Prunier | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| John Napolitano | Napier Financial | Braintree | CFP, PFS | Percentage of assets, Hourly |
| John Wanvig | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Jonathan Lachowitz | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Hodges | Napier Financial | Braintree | CFP, CFA | Percentage of assets, Hourly |
| Roberta Tondo | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Thomas Fletcher | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Thomas Grunbeck | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| William Lefavor | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Adam Grossman | Mayport | Newton | CFA | Flat fee or retainer, Ongoing planning fee |
| Jarod Bloom | Sechrest & Bloom | Acton | CFP | Fixed fees |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| Megan Donnelly | Quabbin Advisors | Amherst | CFP, ChFC | One-time planning fee |
| Michael Kozak | BlueDoor Private Wealth | Beverly | CFP | Percentage of assets, Hourly |
| Michelle Fallon | Aequitas Investment Advisors | Hingham | CFP | Percentage of assets, Hourly |
| Oleg Litvinenko | Meeting House Capital | Concord | CFA | Percentage of assets |
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