| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Christie Markham | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| David Carnevale | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Erik Beck | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Garrett Burgess | Cote Financial Management | Wenham | Not listed | Percentage of assets, Hourly |
| Gary Martinelli | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| James Bode | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Jeffrey McHale | Wealth Effects | Pembroke | Not listed | Percentage of assets |
| Jim Gibbons | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Jonathan Ambrose | The Montgomery Financial Group | Orleans | Not listed | Hourly |
| Joseph Polidoro | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Joshua Plosker | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Keith Whitt | Maritime Wealth Advisors | Hanover | Not listed | Percentage of assets, Hourly |
| Peter Kalianiotis | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Raymond Morris | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| Samuel Plotkin | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| Sara Daly | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Tammy Stoerkel | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Tracy Galloway | Holmes Investment Management | Wrentham | Not listed | Percentage of assets, Fixed fees |
| Vincent Savio | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Warner Wayne | Wealth Effects | Boston | Not listed | Percentage of assets |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| William Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Jason Burack | Hawk Capital Management | Millbury | Not listed | Percentage of assets, One-time planning fee |
| John Lavasseur | Five Corners Financial Services | Easton | Not listed | Percentage of assets, Fixed fees |
| John Verducci | Verducci Asset Management | Agawam | Not listed | Percentage of assets |
| Kenneth Doerr | Auour Investments | Woburn | Not listed | Percentage of assets |
| Mark Naylor | Auour Investments | Woburn | Not listed | Percentage of assets |
| Michael Marchetti | Lakeview Financial Planning | Shirley | Not listed | Percentage of assets, Hourly |
| Robert Kuftinec | Auour Investments | Woburn | Not listed | Percentage of assets |
| Andrew Hawes | Vista Way Advisors | Charlestown | Not listed | Percentage of assets, Hourly |
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |
| Barbara Linnard | Linnard Financial Management & Planning | Boxborough | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Kondracki | Kondracki Advisory | Hingham | Not listed | Percentage of assets |
| Daniel Hawthorne | Lighthouse Financial | Marblehead | Not listed | Percentage of assets, Hourly |
| James Maxon | James D Maxon Financial Advisors | Bedford | Not listed | Percentage of assets |
| Peichi Lo | Rhee + Company | Natick | Not listed | Percentage of assets, Hourly |
| Robert Deiana | Lighthouse Financial | Marblehead | Not listed | Percentage of assets, Hourly |
| Shawn Young Eagle | Vista Way Advisors | Charlestown | Not listed | Percentage of assets, Hourly |
| William Herbert | Balanced Wealth Management | Needham | Not listed | Percentage of assets |
| Adrian Baldeon | Genesis Wealth Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Andrew Blacker | Delphinus Financial Advisors | Mansfield | CFP | Fixed fees |
| Andrew Sullivan | CIO Wealth Management | Sudbury | CFP | Percentage of assets, Hourly |
| Brandon Roy | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Casey Clarke | Cadence Wealth Management | Westborough | CFP, ChFC | Percentage of assets, Fixed fees |