| James Fonzi | Breakwater Capital Group | Stoneham | CFA | Percentage of assets, Hourly |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| John Biebel | Ridley Cove Financial Advisors | Newton | CFP | Percentage of assets, Fixed fees |
| Joseph Somerset | Beantown Financial Advisors | Jefferson | CFA | Percentage of assets, Hourly |
| Joseph Williams | Williams Wealth Management | Hopkinton | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Klunder | Gray Private Wealth | Canton | CFA | Percentage of assets, Hourly |
| Kevin Nulton | Titanium Advisors | Franklin | CFP | Percentage of assets, One-time planning fee |
| Linda Gillespie | Real World Financial Planning | Chestnut Hill | Not listed | Hourly, One-time planning fee |
| Matthew Slaney | FinArc Investments | Norwood | CFA | Percentage of assets |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Michael O'Keeffe | MOK Financial Planning & Tax | Millis | PFS | Percentage of assets |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Nancy Von Stackelberg | Radius Wealth Management | Boston | CFP | Percentage of assets, Hourly |
| Nicole Heavern | Riverview Capital Advisers | Boston | CFP | Percentage of assets, Hourly |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Robert Dockendorff | May Hill Capital | Cohasset | CFP | Percentage of assets, Fixed fees |
| Seth Corkin | May Hill Capital | Brookline | CFP, ChFC | Percentage of assets, Fixed fees |
| Tracy Gibbs | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Wei Wang | Triple Summit Advisors | Newton | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Wesley Delcol | Guidance Point Advisors | Wellesley | CFP | Percentage of assets |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Reeve | Kastel Capital | Wellesley | CFP, CFA | Percentage of assets, Hourly |
| William Sempolinski | Five Corners Financial Services | Easton | CFP, ChFC | Percentage of assets, Fixed fees |
| Alexander Burke | Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates | Dedham | CFP | Percentage of assets, Hourly |
| Alison Goodrich | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Alyson Shaw | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Beck Ringle | Chicory Wealth | South Deerfield | CFP | Percentage of assets, Fixed fees |
| Carol Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Charles Corkery | PUREfi Wealth | Boston | CFP | Percentage of assets, Hourly |
| Christopher Bekel | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| David Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| David Rhee | Rhee + Company | Natick | CFP | Percentage of assets, Hourly |
| Dennis O'Keefe | Successful Money Strategies | Fall River | CFP | Percentage of assets, Fixed fees |
| Duncan Perry | Smarter Bear Financial Advisors | Swampscott | CFP | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Holly Cloutier | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| 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 |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jason Sikorski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jeffrey White | Wingate Wealth Advisors | Lexington | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeremy David | Little House Capital | Braintree | CFP | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| John Slupski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |