| Ariel Acuna | LTG Capital | Framingham | Not listed | Percentage of assets |
| Benjamin House | Stonehearth Capital Management | Danvers | Not listed | Percentage of assets, Hourly |
| Bill Nugent | Convey Wealth Management | Boston | CFP, EA | Percentage of assets, Fixed fees |
| Brad Wright | Launch Financial Planning | Andover | CFP | Percentage of assets, Hourly |
| Brian Doherty | Balanced Rock Investment Advisors | Roslindale, | CFP | Percentage of assets, Hourly |
| Brian Sawyer | Larchmont Wealth Advisors | Lunenburg | Not listed | Hourly |
| Chad Onufrechuk | Cascade Wealth Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Chris Chen | Insight Financial Strategists LLC | Newton | CDFA, CFP, MBA, RLP | Percentage of assets, Hourly |
| Enrique Perez | Mission Park Capital | Cambridge | Not listed | Ongoing planning fee, One-time planning fee |
| Eric Benz | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Eric Scruggs | Hark Financial Planning, LLC | Stoneham | CFP, EA, MBA | Hourly, Fixed fees |
| Erik Saarinen | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Ian McConnell | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Jethro Kollie | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Joe Calvetti | Still River Financial Planning LLC | Ayer | CFP, CPA | Hourly, Fixed fees |
| John Choe | FinArc Investments | Norwood | Not listed | Percentage of assets |
| Joseph Hosler | Auour Investments | Woburn | CFA | Percentage of assets |
| Julia Colantuono | One Financial Design | Hingham | CFP, APMA | Percentage of assets, Hourly |
| Justin McNamara | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Kaitlyn Carlson | Theory Planning Partners | Marblehead | CFP | Percentage of assets, Fixed fees |
| Kathleen Kenealy | Katapult Financial Planning LLC | Woburn | CFP, CPWA | Percentage of assets, Hourly |
| Kenan Nacar | Charles River Wealth Management | Burlington | CFP | Percentage of assets, Hourly |
| Kerry O'Brien | BeingFit Financial, LLC | Walpole | CFP, EA | Percentage of assets, Hourly |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Kevin Pizzotti | LTG Capital | Framingham | Not listed | Percentage of assets |
| Louis Conrad | COMPASS Wealth Management | Ayer | CFA | Percentage of assets |
| Lynne Nahigyan | Northstar Financial Companies | Mattapoisett | CFP | Percentage of assets, Hourly |
| Mark Zembo | Elevage Partners | Longmeadow | Not listed | Percentage of assets, Hourly |
| Matt Hodges | Dreamfield Planning Group, LLC | Milton | CFP, CFA | Percentage of assets, Hourly |
| Michael Brown | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Michael McNamara | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Michelle Contois | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Richard Colman | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Robert Dossett | Waypoint Financial Planning | Milford | CFP | Percentage of assets, Hourly |
| Robert McCARTHY | Alternative Capitalis | Wrentham | Not listed | Percentage of assets, Hourly |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Ryan Wilson | Wilson Capital | Swampscott | CFP | Percentage of assets, Hourly |
| Stacie Skryz | Lechner Associates | North Attleboro | CFP | Percentage of assets, Hourly |
| Susan Danson | New Shore Financial LLC | Wrentham | CFP | Percentage of assets, Fixed fees |
| Thierry Hasse | Elevage Partners | Springfield | Not listed | Percentage of assets, Hourly |
| Timothy Walt | CVW Financial | Plymouth | Not listed | Percentage of assets, Hourly |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Akhil Shah | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Amir Alamir | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Andrew Martone | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Angel Costanza | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Anthony Mitrano | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Brian Wickett | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |