Advisors for under $500,000 in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Rezzo Andante Financial, Burlington Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Jason Lilly Tenere Wealth Advisors, Hyannis Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Kevin Feig Walk You To Wealth, Dover Holds the CFP and CPA. Fees on file: subscription.
- Wei Wang Triple Summit Advisors, Newton Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Grant Joiner Vineyard Wealth Group, Vineyard Haven Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Ousmane Diagne Timbuktu Capital Management, Boston Holds the CFP and CFA. Fees on file: flat fee or retainer.
By the numbers
- Advisors listed
- 339
- Firms
- 208
- Cities
- 121
- Hold the CFP
- 43%
- Other credentials: CFA 12% · CPA 1% · EA 2%
- How they charge (of 339 with fees on file): percentage of assets 91% · fixed fees 58% · hourly 49% · ongoing planning fee 9%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 339 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Glenn Brown | PlanDynamic, LLC | Framingham | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee |
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Stephanie Loeffel | Ascend Financial LLC | Scituate | CFP | Percentage of assets, Ongoing planning fee |
| T.J. van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Theodore van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| John Spoto | Sentry Financial Planning, LLC | Andover | CFP, MBA | Percentage of assets, One-time planning fee |
| Justin Green | Assist FP | Marlborough | CFP, MSFP | One-time planning fee |
| Vincent Renaut | Pier 42 Advisors | South Dennis | CFP | Percentage of assets, Hourly |
| Annie McQuilken | Forever Financial Advisors, LLC | Worcester | CFP, CFT-I, MS | Percentage of assets, Hourly |
| Brendan O'Rourke | Greenway Financial Advisors LLC | Burlington | CFP, EA | Percentage of assets, Hourly |
| Grant Joiner | Vineyard Wealth Group | Vineyard Haven | CFP, AAMS, EA | Percentage of assets, One-time planning fee |
| Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. | Beyond Your Hammock LLC | Boston | CFP | Subscription, Flat fee or retainer |
| Greg Peterson | Adaptive Financial Solutions, Inc. | Cambridge | BA, CFA, CFP, MA | Fixed fees |
| Ian Rea | Slate Peak Financial Services, LLC | Medfield | CFA, CFP, MBA | Ongoing planning fee, One-time planning fee |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| Caden Buckley | Beacon Financial Planning, Inc. | Hyannis | CFP | Percentage of assets, Fixed fees |
| Dan Pinheiro | South Coast Planning & Wealth Management LLC | Fall River | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| Jason Lilly | Tenere Wealth Advisors | Hyannis | CFP, CFA | Percentage of assets, One-time planning fee |
| Leslie Modica | Saltbox Financial | Newburyport | CFP | Hourly, Ongoing planning fee |
| Liam Timmons | Timmons Wealth Management | Attleboro | CFP, CIMA, MBA | Percentage of assets |
| Susan Moore | Moore Financial Advisors, Ltd. | Watertown | CFP, MS | Hourly, Ongoing planning fee |
| Anthony Salotto | Delphinus Financial Advisors, LLC | Mansfield | BS, CFP, EA, MS | Fixed fees |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| Maureen Demers | Demers Financial Planning | North Andover | CFP | Percentage of assets, One-time planning fee |
| Michael Solari | Solari Financial Planning, LLC | Boston | CFP, MS | Hourly, Fixed fees |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Sue Danson | New Shore Financial LLC | Needham | CFP | Percentage of assets, One-time planning fee |
| Sylvie Scowcroft | The Financial Grove | Cambridge | CFP | One-time planning fee, Ongoing planning fee |
| Christopher Gauthier | Proactive Financial Solutions 360 | North Attleboro | CFP | Percentage of assets |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| David Manteau | Colman Knight | Acton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Debra Neiman | Neiman & Associates Financial Services | Watertown | CFP | Percentage of assets, One-time planning fee |
| Jamie Upson | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Joseph Gauvin | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Katie Macdonald | MacDonald Wealth Management | Mansfield | CFP | Percentage of assets, Hourly |
| Marc Berman | Colman Knight | Acton | CFP | Flat fee or retainer, Ongoing planning fee |
| Patricia Welsh | Fox Hill Wealth Management | Dedham | CFP | Percentage of assets, One-time planning fee |
| Patrick Cote | AssetGrade | Boston | CFP, CFA | Percentage of assets |
| William Ryan | Fox Hill Wealth Management | Dedham | CFP | Percentage of assets, One-time planning fee |
| Adam Wojtkowski | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Barnet Goverman | Goverman Financial Solutions | Dedham | CFP | Percentage of assets, Hourly |
| Benjamin Beck | Beck Bode | Dedham | CFP | Percentage of assets, Fixed fees |
| Brett Goverman | Goverman Financial Solutions | Dedham | CFP | Percentage of assets, Hourly |
| Brian Bond | Leverage Financial Advisory | Wilmington | CFP | Percentage of assets, Ongoing planning fee |
| Brian Boswell | Newbridge Wealth Management | Malden | CFP | Percentage of assets, Hourly |
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