# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Alex Rezzo of Andante Financial, Jason Lilly of Tenere Wealth Advisors and Kevin Feig of Walk You To Wealth.

Page: https://find.wellspent.co/by/financial-advisors-under-500k/massachusetts/
339 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 under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Alex Rezzo of Andante Financial, Jason Lilly of Tenere Wealth Advisors and Kevin Feig of Walk You To Wealth.

## How many fee-only advisors for under $500,000 in Massachusetts are there?

The Wellspent public graph lists 339 fee-only advisors for under $500,000 in Massachusetts, at 208 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.

## Where are fee-only advisors for under $500,000 in Massachusetts located?

Of the 339 fee-only advisors for under $500,000 in Massachusetts, 22 are in Dedham, followed by 21 in Boston and 11 in Newton.

## How do fee-only advisors for under $500,000 in Massachusetts charge?

The most common fee among fee-only advisors for under $500,000 in Massachusetts is a percentage of assets, used by 91% of the 339 with fees on file. Many use more than one: 58% charge fixed fees and 49% charge by the hour.

## How many fee-only advisors for under $500,000 in Massachusetts hold the CFP?

43% of the 339 fee-only advisors for under $500,000 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 under $500,000?

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 under $500,000 in Massachusetts?

Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?

## How current is this list of fee-only advisors for under $500,000 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 |
|---|---|---|---|---|
| [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription |
| [Glenn Brown](https://find.wellspent.co/advisors/glenn-brown.md) | PlanDynamic, LLC | Framingham, Massachusetts | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi.md) | Wealthmind Financial Planning LLC | Cambridge, Massachusetts | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Mike Morton](https://find.wellspent.co/advisors/mike-morton.md) | Morton Financial Advice | Harvard, Massachusetts | CFP, ChFC, RLP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Stephanie Loeffel](https://find.wellspent.co/advisors/stephanie-loeffel.md) | Ascend Financial LLC | Scituate, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [T.J. van Gerven](https://find.wellspent.co/advisors/tj-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [John Spoto](https://find.wellspent.co/advisors/john-spoto.md) | Sentry Financial Planning, LLC | Andover, Massachusetts | CFP, MBA | Percentage of assets, One-time planning fee |
| [Justin Green](https://find.wellspent.co/advisors/justin-green.md) | Assist FP | Marlborough, Massachusetts | CFP, MSFP | One-time planning fee |
| [Vincent Renaut](https://find.wellspent.co/advisors/vincent-renaut.md) | Pier 42 Advisors | South Dennis, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees |
| [Brendan O'Rourke](https://find.wellspent.co/advisors/brendan-orourke.md) | Greenway Financial Advisors LLC | Burlington, Massachusetts | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Grant Joiner](https://find.wellspent.co/advisors/grant-joiner.md) | Vineyard Wealth Group | Vineyard Haven, Massachusetts | CFP, AAMS, EA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge.md) | Beyond Your Hammock LLC | Boston, Massachusetts | CFP | Subscription, Flat fee or retainer |
| [Greg Peterson](https://find.wellspent.co/advisors/greg-peterson.md) | Adaptive Financial Solutions, Inc. | Cambridge, Massachusetts | BA, CFA, CFP, MA, MBA, PhD | Fixed fees |
| [Ian Rea](https://find.wellspent.co/advisors/ian-rea.md) | Slate Peak Financial Services, LLC | Medfield, Massachusetts | CFA, CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Misty Lynch](https://find.wellspent.co/advisors/misty-lynch.md) | Sound View Financial Advisors, LLC | Newton Center, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Caden Buckley](https://find.wellspent.co/advisors/caden-buckley.md) | Beacon Financial Planning, Inc. | Hyannis, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Dan Pinheiro](https://find.wellspent.co/advisors/dan-pinheiro.md) | South Coast Planning & Wealth Management LLC | Fall River, Massachusetts | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| [Jason Lilly](https://find.wellspent.co/advisors/jason-lilly.md) | Tenere Wealth Advisors | Hyannis, Massachusetts | CFP, CFA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Leslie Modica](https://find.wellspent.co/advisors/leslie-modica.md) | Saltbox Financial | Newburyport, Massachusetts | CFP | Hourly, Ongoing planning fee |
| [Liam Timmons](https://find.wellspent.co/advisors/liam-timmons.md) | Timmons Wealth Management | Attleboro, Massachusetts | CFP, CIMA, MBA | Percentage of assets |
| [Susan Moore](https://find.wellspent.co/advisors/susan-moore.md) | Moore Financial Advisors, Ltd. | Watertown, Massachusetts | CFP, MS | Hourly, Ongoing planning fee |
| [Anthony Salotto](https://find.wellspent.co/advisors/anthony-salotto.md) | Delphinus Financial Advisors, LLC | Mansfield, Massachusetts | BS, CFP, EA, MS | Fixed fees |
| [Beth Lundberg](https://find.wellspent.co/advisors/beth-lundberg.md) | Hawthorne Wellman Financial Planning | Tyngsboro, Massachusetts | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Jeremy Bohne](https://find.wellspent.co/advisors/jeremy-bohne.md) | Paceline Wealth Management | Medfield, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Maureen Demers](https://find.wellspent.co/advisors/maureen-demers.md) | Demers Financial Planning | North Andover, Massachusetts | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Michael Solari](https://find.wellspent.co/advisors/michael-solari.md) | Solari Financial Planning, LLC | Boston, Massachusetts | CFP, MS | Hourly, Fixed fees |
| [Scott Swartz](https://find.wellspent.co/advisors/scott-swartz.md) | AndersonLane Associates | Needham, Massachusetts | CFP | Percentage of assets |
| [Sue Danson](https://find.wellspent.co/advisors/sue-danson.md) | New Shore Financial LLC | Needham, Massachusetts | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Sylvie Scowcroft](https://find.wellspent.co/advisors/sylvie-scowcroft.md) | The Financial Grove | Cambridge, Massachusetts | CFP | One-time planning fee, Ongoing planning fee |
| [Christopher Gauthier](https://find.wellspent.co/advisors/christopher-gauthier-4861803.md) | Proactive Financial Solutions 360 | North Attleboro, Massachusetts | CFP | Percentage of assets |
| [Jared Brock](https://find.wellspent.co/advisors/jared-brock.md) | Brock Hill Wealth Management | Newton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthony Corsino](https://find.wellspent.co/advisors/anthony-corsino.md) | Zen Financial Planning | Andover, Massachusetts | CFP, ChFC | Percentage of assets, One-time planning fee |
| [David Manteau](https://find.wellspent.co/advisors/david-manteau.md) | Colman Knight | Acton, Massachusetts | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Debra Neiman](https://find.wellspent.co/advisors/debra-neiman.md) | Neiman & Associates Financial Services | Watertown, Massachusetts | CFP | Percentage of assets, One-time planning fee |
| [Jamie Upson](https://find.wellspent.co/advisors/jamie-upson.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Gauvin](https://find.wellspent.co/advisors/joseph-gauvin.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Katie Macdonald](https://find.wellspent.co/advisors/katie-macdonald.md) | MacDonald Wealth Management | Mansfield, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Marc Berman](https://find.wellspent.co/advisors/marc-berman.md) | Colman Knight | Acton, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee |
| [Patricia Welsh](https://find.wellspent.co/advisors/patricia-welsh.md) | Fox Hill Wealth Management | Dedham, Massachusetts | CFP | Percentage of assets, One-time planning fee |
| [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote.md) | AssetGrade | Boston, Massachusetts | CFP, CFA | Percentage of assets |
| [William Ryan](https://find.wellspent.co/advisors/william-ryan.md) | Fox Hill Wealth Management | Dedham, Massachusetts | CFP | Percentage of assets, One-time planning fee |
| [Adam Wojtkowski](https://find.wellspent.co/advisors/adam-wojtkowski.md) | Copper Beech Wealth Management | Mansfield, Massachusetts | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Barnet Goverman](https://find.wellspent.co/advisors/barnet-goverman.md) | Goverman Financial Solutions | Dedham, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Beck](https://find.wellspent.co/advisors/benjamin-beck.md) | Beck Bode | Dedham, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Brett Goverman](https://find.wellspent.co/advisors/brett-goverman.md) | Goverman Financial Solutions | Dedham, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Bond](https://find.wellspent.co/advisors/brian-bond.md) | Leverage Financial Advisory | Wilmington, Massachusetts | CFP | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer, One-time planning fee |
| [Brian Boswell](https://find.wellspent.co/advisors/brian-boswell.md) | Newbridge Wealth Management | Malden, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 339. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/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).