Flat-fee financial advisors in Massachusetts
How do I find fee-only advisors who charge flat or fixed fees in Massachusetts?
In Massachusetts, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Ian Rea of Slate Peak Financial Services, LLC, David Manteau of Colman Knight and Shane Kelly of Mayport.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ian Rea Slate Peak Financial Services, LLC, Medfield Holds the CFP and CFA. Fees on file: ongoing planning fee, one-time planning fee.
- David Manteau Colman Knight, Acton Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Shane Kelly Mayport, Newton Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea Impact Advisors Group LLC, Duxbury Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Grant Joiner Vineyard Wealth Group, Vineyard Haven Holds the CFP and EA. 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.
By the numbers
- Advisors listed
- 675
- Firms
- 290
- Cities
- 127
- Hold the CFP
- 42%
- Other credentials: CFA 17% · CPA 1% · EA 1%
- How they charge (of 675 with fees on file): percentage of assets 89% · fixed fees 82% · hourly 60% · one-time planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Massachusetts are there?
The Wellspent public graph lists 675 fee-only advisors who charge flat or fixed fees in Massachusetts, at 290 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in Massachusetts located?
Of the 675 fee-only advisors who charge flat or fixed fees in Massachusetts, 151 are in Boston, followed by 40 in Braintree and 22 in Dedham.
How do fee-only advisors who charge flat or fixed fees in Massachusetts charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Massachusetts is a percentage of assets, used by 89% of the 675 with fees on file. Many use more than one: 82% charge fixed fees and 60% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Massachusetts hold the CFP?
42% of the 675 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Massachusetts?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 675 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Ashley Rittershaus Flat-fee, six-month planning for people who want to retire early, work less or change course while caring for their future selves. | Curious Crow Financial Planning | Revere | CFP | One-time planning fee |
| 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 |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Jay Abolofia | Lyon Financial Planning, LLC | Waltham | CFP, PhD | Flat fee or retainer, Hourly |
| 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 |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| 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 |
| Quentara Costa | Powwow, LLC | North Andover | CFP, MSFP | Hourly, Ongoing 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 |
| Nicholas Stevens | Evergreen Wealth Management | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Chan | Locker Financial Services, LLC | Needham | BS, CFP, CIMA | One-time planning fee, Hourly |
| Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea | Impact Advisors Group LLC | Duxbury | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) | Impact Advisors Group LLC | Duxbury | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Debbie Levenson | Levenson Wealth LLC | Newtonville | CFP, MBA | One-time planning fee, Ongoing planning fee |
| Elise Stevenson | Clearvue Advisors | Milton | CFP, MBA | Percentage of assets |
| 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 |
| Michael Gross | Rising Tides Financial, LLC | Needham | CFP, CPA, MST | Fixed fees |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| Thomas Fisher | Fisher Financial Strategies | Cambridge | CFP | Hourly, One-time planning fee |
| 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 |
| Jennifer Lane | Compass Planning Associates | Westwood | CFP, MBA | Hourly, One-time planning fee |
| Kelsey Brennan | Perennial Advisors Group, LLC | Westford | CFP | Ongoing planning fee |
| Shaun Erickson | Single Point Partners | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Cheryl Costa | Woodside Wealth Management LLC | Framingham | BS, CFP, MBA | Percentage of assets, Flat fee or retainer |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Cory Christiana | NEXTEN FP | Hingham | CFP | Percentage of assets, Fixed fees |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| John Konetzny | The Practical Planner | Groton | CFP | 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 |
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