| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Bryce Schuler | Tableaux Wealth | Great Barrington | CFP | Percentage of assets, Hourly |
| Dana Levit | Paragon Financial Advisors | Newton | CFP | Hourly, Ongoing planning fee |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
| Herbert Montgomery | The Montgomery Financial Group | Orleans | CFP | Hourly |
| Jeffrey Vincent | Vincent Wealth Advisors | Norwell | CFP | Percentage of assets, Fixed fees |
| Lee Generous | Generous Wealth Management | Marshfield | CFP, ChFC | Percentage of assets, Hourly |
| Lucy Valandra | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Luke Delorme | Tableaux Wealth | Great Barrington | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Chester | Tableaux Wealth | Great Barrington | CFP | Percentage of assets, Hourly |
| Michael Sly | Strategic Financial Alliance | Canton | CFP | Percentage of assets, Hourly |
| Stephen Cote | Cote Financial Management | Wenham | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| Daniel Friel | JSK Capital Advisors | Waltham | CFA | Percentage of assets, Hourly |
| Daniel Ringer | Breakwater Financial | Needham | CFP | Hourly, Ongoing planning fee |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| Dustin Latham | Alternative Capitalis | Wrentham | CFA | Percentage of assets, Hourly |
| George Kimball | Needham Advisory | North Andover | CFA | Percentage of assets, Hourly |
| John Biebel | Ridley Cove Financial Advisors | Newton | CFP | Percentage of assets, Fixed fees |
| Joseph Williams | Williams Wealth Management | Hopkinton | Not listed | Percentage of assets, Ongoing planning fee |
| Matthew Slaney | FinArc Investments | Norwood | CFA | Percentage of assets |
| Michael O'Keeffe | MOK Financial Planning & Tax | Millis | PFS | Percentage of assets |
| Phuong Luong | Just Wealth | Pittsfield | CFP | Percentage of assets |
| Wei Wang | Triple Summit Advisors | Newton | CFP, CFA | Percentage of assets, Flat fee or retainer |
| William Sempolinski | Five Corners Financial Services | Easton | CFP, ChFC | Percentage of assets, Fixed fees |
| Beck Ringle | Chicory Wealth | South Deerfield | CFP | Percentage of assets, Fixed fees |
| David Linnard | Linnard Financial Management & Planning | Boxborough | CFP | Percentage of assets, Ongoing planning fee |
| David Rhee | Rhee + Company | Natick | CFP | Percentage of assets, Hourly |
| Dennis O'Keefe | Successful Money Strategies | Fall River | CFP | Percentage of assets, Fixed fees |
| Holly Colvin | Helm Financial Planning | West Newbury | CFP, CFA | Percentage of assets, Hourly |
| Howard Holmes | Holmes Investment Management | Brockton | CFA | Percentage of assets, Fixed fees |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| John Malone | Apex Investment Group | Dedham | Not listed | Percentage of assets |
| Jon Duane | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Joseph Bakaysa | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Joseph Charles | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Mark Schiffenhaus | Long Point Wealth Management | Wellfleet | CFP | Percentage of assets |
| Michael Stern | Arlington Investment Advisors | Arlington | Not listed | Percentage of assets, One-time planning fee |
| Ousmane Diagne | Timbuktu Capital Management | Boston | CFP, CFA | Flat fee or retainer |
| Patrick Kearney | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Pedro Silva | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Rosemarie Connolly | Connolly Advisors | North Andover | CFP | Percentage of assets, Hourly |
| Sean McGuirk | Lincoln Capital | Uxbridge | CFA | Percentage of assets, Fixed fees |
| Vannak Sao | Proactive Financial Solutions 360 | North Attleboro | Not listed | Percentage of assets |
| Wendy Suzanne Marsden | ProsperiTea Planning | Greenfield | CFP | One-time planning fee |
| Aaron Gardiner | Gardiner Financial | Wellesley | Not listed | Hourly, Ongoing planning fee |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Alex Rezzo | Andante Financial | Burlington | CFA, CFP, CPA | Percentage of assets, Fixed fees |
| Alyssa Reed | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Amy Mastromonaco | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |