| Thomas Fletcher | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Thomas Grunbeck | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| William Lefavor | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| William Ryan | Fox Hill Wealth Management | Dedham | CFP | Percentage of assets, One-time planning fee |
| Adam Grossman | Mayport | Newton | CFA | Flat fee or retainer, Ongoing planning fee |
| Adam Wojtkowski | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Amy Qiu | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| 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 |
| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Bryce Schuler | Tableaux Wealth | Great Barrington | CFP | Percentage of assets, Hourly |
| Dana Levit | Paragon Financial Advisors | Newton | CFP | Hourly, Ongoing planning fee |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Edward Toole | Toole Financial | Longmeadow | CFP | Hourly, One-time planning fee |
| Jarod Bloom | Sechrest & Bloom | Acton | CFP | Fixed fees |
| Jeffrey Vincent | Vincent Wealth Advisors | Norwell | CFP | Percentage of assets, Fixed fees |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jessica Welch | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| 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 |
| Megan Donnelly | Quabbin Advisors | Amherst | CFP, ChFC | One-time planning fee |
| Michael Kozak | BlueDoor Private Wealth | Beverly | CFP | Percentage of assets, Hourly |
| Michael Sly | Strategic Financial Alliance | Canton | CFP | Percentage of assets, Hourly |
| Michelle Fallon | Aequitas Investment Advisors | Hingham | CFP | Percentage of assets, Hourly |
| Oleg Litvinenko | Meeting House Capital | Concord | CFA | Percentage of assets |
| Robert Florek | Florek Financial | Duxbury | CFP | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Alex Kozlowski | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Cameron Rahbar | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Caroline Gaffney | Atwater Wealth Management | Boston | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Casey Fitchett | Pine Haven Investment Counsel | Fairhaven | CFP | Percentage of assets |
| Charlise Whiteside | Stonehaven Private Wealth Management | Manchester By The Sea | CFP | Percentage of assets, Hourly |
| Christina Larson | Larson Financial Planning | Winchester | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| Corrigan Rayfield | TwinFocus | Boston | CFP | 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 |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| George Kimball | Needham Advisory | North Andover | CFA | Percentage of assets, Hourly |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |