| Robert Florek | Florek Financial | Duxbury | CFP | Percentage of assets, Hourly |
| Caroline Gaffney | Atwater Wealth Management | Boston | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Casey Fitchett | Pine Haven Investment Counsel | Fairhaven | CFP | Percentage of assets |
| Charlise Whiteside | Stonehaven Private Wealth Management | Manchester By The Sea | CFP | Percentage of assets, Hourly |
| Christina Larson | Larson Financial Planning | Winchester | CFP | Percentage of assets, Hourly |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| James Fonzi | Breakwater Capital Group | Stoneham | CFA | Percentage of assets, Hourly |
| Jane King | Fairfield Financial Advisors | Wellesley | CFP | Percentage of assets |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| John Boyd | Boyd Financial Strategies | Worcester | CFP | Percentage of assets, Hourly |
| Joseph Somerset | Beantown Financial Advisors | Jefferson | CFA | Percentage of assets, Hourly |
| Kevin Nulton | Titanium Advisors | Franklin | CFP | Percentage of assets, One-time planning fee |
| Nancy Von Stackelberg | Radius Wealth Management | Boston | CFP | Percentage of assets, Hourly |
| Robert Dockendorff | May Hill Capital | Cohasset | CFP | Percentage of assets, Fixed fees |
| Seth Corkin | May Hill Capital | Brookline | CFP, ChFC | Percentage of assets, Fixed fees |
| Thomas Kilgallen | Fair Weather Strategies | Andover | CFP | Percentage of assets, Ongoing planning fee |
| Wesley Delcol | Guidance Point Advisors | Wellesley | CFP | Percentage of assets |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Reeve | Kastel Capital | Wellesley | CFP, CFA | Percentage of assets, Hourly |
| Alexander Burke | Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates | Dedham | CFP | Percentage of assets, Hourly |
| Alison Goodrich | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Alyson Shaw | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Carol Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Christopher Bekel | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| David Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Holly Cloutier | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jason Sikorski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jeffrey White | Wingate Wealth Advisors | Lexington | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeremy David | Little House Capital | Braintree | CFP | Percentage of assets, Hourly |
| John Slupski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Kevin McCutcheon | BlueDoor Private Wealth | Beverly | CFA | Percentage of assets, Hourly |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Michael Claveau | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Michael Gore | Polaris Investment Advisors, LLC. | Framingham | PFS | Percentage of assets, Hourly |
| Michael Graham | Mayport | Newton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Serchen | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Robert Whitney | Polaris Investment Advisors, LLC. | Framingham | ChFC | Percentage of assets, Hourly |
| Spencer Henderson | Aequitas Investment Advisors | Hingham | ChFC | Percentage of assets, Hourly |
| Teofilo Ferreira | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Timothy Nash | Aequitas Investment Advisors | Hingham | CFA | Percentage of assets, Hourly |
| Warner Henderson | Aequitas Investment Advisors | Hingham | ChFC | Percentage of assets, Hourly |
| Adam Dani | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Alisa Skatrud | Plum Street Advisors | Newton | CFA, CFP, MPA | Percentage of assets |
| Anna Byrne | Kendall Wealth | Randolph | Not listed | Percentage of assets, Hourly |
| Benjamin Smith | Guidance Point Advisors | Wellesley | CFA | Percentage of assets |
| Bethany Parker | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |