| Jon Duane | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kevin McCutcheon | BlueDoor Private Wealth | Beverly | CFA | Percentage of assets, Hourly |
| Lawrence Derany | Smarter Bear Financial Advisors | Swampscott | CFP | Percentage of assets, Hourly |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Michael Claveau | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Michael Graham | Mayport | Newton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Serchen | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Michael Stern | Arlington Investment Advisors | Arlington | Not listed | Percentage of assets, One-time planning fee |
| Ousmane Diagne | Timbuktu Capital Management | Boston | CFP, CFA | Flat fee or retainer |
| Patrick Kearney | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Sean McGuirk | Lincoln Capital | Uxbridge | CFA | Percentage of assets, Fixed fees |
| Spencer Henderson | Aequitas Investment Advisors | Hingham | ChFC | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Teofilo Ferreira | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Timothy Nash | Aequitas Investment Advisors | Hingham | CFA | Percentage of assets, Hourly |
| Warner Henderson | Aequitas Investment Advisors | Hingham | ChFC | Percentage of assets, Hourly |
| Wendy Suzanne Marsden | ProsperiTea Planning | Greenfield | CFP | One-time planning fee |
| Aaron Gardiner | Gardiner Financial | Wellesley | Not listed | Hourly, Ongoing planning fee |
| Adam Dani | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Alex Rezzo | Andante Financial | Burlington | CFA, CFP, CPA | Percentage of assets, Fixed fees |
| Alyssa Reed | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Amy Mastromonaco | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Anna Byrne | Kendall Wealth | Randolph | Not listed | Percentage of assets, Hourly |
| Benjamin House | Stonehearth Capital Management | Danvers | Not listed | Percentage of assets, Hourly |
| Benjamin Smith | Guidance Point Advisors | Wellesley | CFA | Percentage of assets |
| Bethany Parker | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Bill Nugent | Convey Wealth Management | Boston | CFP, EA | Percentage of assets, Fixed fees |
| Brett Mirliani | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Brian Doherty | Balanced Rock Investment Advisors | Roslindale, | CFP | Percentage of assets, Hourly |
| Camden Newton | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Catherine Kennedy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Chad Onufrechuk | Cascade Wealth Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Charles Clapp | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Charles Evangelakos | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |
| Chris Chen | Insight Financial Strategists LLC | Newton | CDFA, CFP, MBA, RLP | Percentage of assets, Hourly |
| Christopher Mikus | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Dorothy Cole | Dorothy J. Cole | Lexington | CFP, EdM, MBA | Percentage of assets, Hourly |
| Elizabeth Garvey | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| 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 |
| Francis Jackson | Howland Capital | Boston | CFA | Percentage of assets, Hourly |