| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Gregory Fenton | Cambridge Cape Cod Advisors | Sandwich | BS, CFP | Percentage of assets, Fixed fees |
| Hendrix Berry | Obran Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Ian McConnell | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| James Ek | PCM Encore | Woburn | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jethro Kollie | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Joe Calvetti | Still River Financial Planning LLC | Ayer | CFP, CPA | Hourly, Fixed fees |
| John Choe | FinArc Investments | Norwood | Not listed | Percentage of assets |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Julia Colantuono | One Financial Design | Hingham | CFP, APMA | Percentage of assets, Hourly |
| Justin McNamara | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Kaitlyn Carlson | Theory Planning Partners | Marblehead | CFP | Percentage of assets, Fixed fees |
| Kathleen Kenealy | Katapult Financial Planning LLC | Woburn | CFP, CPWA | Percentage of assets, Hourly |
| Kathy Alves | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Ken Hoyt | Hoyt Wealth Management | Westford | CFP | Percentage of assets, Hourly |
| Kerry O'Brien | BeingFit Financial, LLC | Walpole | CFP, EA | Percentage of assets, Hourly |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Louis Conrad | COMPASS Wealth Management | Ayer | CFA | Percentage of assets |
| Lowell Thomas | South Shore Capital Advisors | Boston | CFA | Percentage of assets, Fixed fees |
| Mark Zembo | Elevage Partners | Longmeadow | Not listed | Percentage of assets, Hourly |
| Matt Hodges | Dreamfield Planning Group, LLC | Milton | CFP, CFA | Percentage of assets, Hourly |
| Matthew Pierce | Kastel Capital | Wellesley | PFS | Percentage of assets, Hourly |
| Maureen Quigley | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Michael Brown | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Michael McNamara | McNamara Financial of the Merrimack Valley | Marshfield | CFP | Percentage of assets, Hourly |
| Michelle Contois | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mike Gross | Rising Tides Financial, LLC | Needham | CFP, CPA | Fixed fees |
| Nicholas Crocker | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | CFA | Percentage of assets |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Richard Colman | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Richard Mullen | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Dossett | Waypoint Financial Planning | Milford | CFP | Percentage of assets, Hourly |
| Robert Holzbach | Red Kennedy Financial | Littleton | Not listed | Flat fee or retainer, Hourly |
| Robert McCARTHY | Alternative Capitalis | Wrentham | Not listed | Percentage of assets, Hourly |
| Robert Napolitano | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Ryan Hass | RF&L Wealth Management | Acton | CFP | Percentage of assets, Hourly |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Samuel Ober | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Stacie Skryz | Lechner Associates | North Attleboro | CFP | Percentage of assets, Hourly |
| Sunil Harpalani | Holistic View Financial, LLC | Boston | CFP, CPA | Percentage of assets, Hourly |