# Hourly financial advisors in Massachusetts

> In Massachusetts, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include David Manteau of Colman Knight, Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC and Jason Lilly of Tenere Wealth Advisors.

Page: https://find.wellspent.co/by/hourly-financial-advisors/massachusetts/
559 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who charge by the hour in Massachusetts?

In Massachusetts, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include David Manteau of Colman Knight, Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC and Jason Lilly of Tenere Wealth Advisors.

## How many fee-only advisors who charge by the hour in Massachusetts are there?

The Wellspent public graph lists 559 fee-only advisors who charge by the hour in Massachusetts, at 262 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who charge by the hour in Massachusetts located?

Of the 559 fee-only advisors who charge by the hour in Massachusetts, 126 are in Boston, followed by 43 in Braintree and 16 in Needham.

## How do fee-only advisors who charge by the hour in Massachusetts charge?

The most common fee among fee-only advisors who charge by the hour in Massachusetts is a percentage of assets, used by 90% of the 559 with fees on file. Many use more than one: 87% charge by the hour and 67% charge fixed fees.

## How many fee-only advisors who charge by the hour in Massachusetts hold the CFP?

40% of the 559 fee-only advisors who charge by the hour 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 by the hour?

We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.

## What should I ask fee-only advisors who charge by the hour in Massachusetts?

What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?

## How current is this list of fee-only advisors who charge by the hour 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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Ashley Rittershaus](https://find.wellspent.co/advisors/ashley-rittershaus.md) | Curious Crow Financial Planning | Revere, Massachusetts | CFP | One-time planning fee |
| [Glenn Brown](https://find.wellspent.co/advisors/glenn-brown.md) | PlanDynamic, LLC | Framingham, Massachusetts | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi.md) | Wealthmind Financial Planning LLC | Cambridge, Massachusetts | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Mike Morton](https://find.wellspent.co/advisors/mike-morton.md) | Morton Financial Advice | Harvard, Massachusetts | CFP, ChFC, RLP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Christopher Lazzaro](https://find.wellspent.co/advisors/christopher-lazzaro.md) | Plan For It Financial, LLC | Salem, Massachusetts | ChFC, RICP | One-time planning fee, Subscription, Hourly |
| [Jay Abolofia](https://find.wellspent.co/advisors/jay-abolofia.md) | Lyon Financial Planning, LLC | Waltham, Massachusetts | CFP, PhD | Flat fee or retainer, Hourly, One-time planning fee |
| [T.J. van Gerven](https://find.wellspent.co/advisors/tj-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Clandine Schrock](https://find.wellspent.co/advisors/clandine-schrock.md) | Montis Financial | Waltham, Massachusetts | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [John Spoto](https://find.wellspent.co/advisors/john-spoto.md) | Sentry Financial Planning, LLC | Andover, Massachusetts | CFP, MBA | Percentage of assets, One-time planning fee |
| [Justin Green](https://find.wellspent.co/advisors/justin-green.md) | Assist FP | Marlborough, Massachusetts | CFP, MSFP | One-time planning fee |
| [Quentara Costa](https://find.wellspent.co/advisors/quentara-costa.md) | Powwow, LLC | North Andover, Massachusetts | CFP, MSFP | Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Vincent Renaut](https://find.wellspent.co/advisors/vincent-renaut.md) | Pier 42 Advisors | South Dennis, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees |
| [Brendan O'Rourke](https://find.wellspent.co/advisors/brendan-orourke.md) | Greenway Financial Advisors LLC | Burlington, Massachusetts | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Andrew Chan](https://find.wellspent.co/advisors/andrew-chan.md) | Locker Financial Services, LLC | Needham, Massachusetts | BS, CFP, CIMA | One-time planning fee, Hourly |
| [Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea](https://find.wellspent.co/advisors/brandon-jordan-msa-cfp-chfc-cepa-cvga-clu-ea.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| [Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab)](https://find.wellspent.co/advisors/chris-steward-cfa-cfp-ricp-ma-cantab.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Elise Stevenson](https://find.wellspent.co/advisors/elise-stevenson.md) | Clearvue Advisors | Milton, Massachusetts | CFP, MBA | Percentage of assets |
| [Ian Rea](https://find.wellspent.co/advisors/ian-rea.md) | Slate Peak Financial Services, LLC | Medfield, Massachusetts | CFA, CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Misty Lynch](https://find.wellspent.co/advisors/misty-lynch.md) | Sound View Financial Advisors, LLC | Newton Center, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Fisher](https://find.wellspent.co/advisors/thomas-fisher.md) | Fisher Financial Strategies | Cambridge, Massachusetts | CFP | Hourly, One-time planning fee |
| [Eric Henderson](https://find.wellspent.co/advisors/eric-henderson.md) | East Horizon Investments | Cambridge, Massachusetts | CFA, CFP | Percentage of assets |
| [Jason Lilly](https://find.wellspent.co/advisors/jason-lilly.md) | Tenere Wealth Advisors | Hyannis, Massachusetts | CFP, CFA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Jennifer Lane](https://find.wellspent.co/advisors/jennifer-lane.md) | Compass Planning Associates | Westwood, Massachusetts | CFP, MBA | Hourly, One-time planning fee, Ongoing planning fee |
| [Leslie Modica](https://find.wellspent.co/advisors/leslie-modica.md) | Saltbox Financial | Newburyport, Massachusetts | CFP | Hourly, Ongoing planning fee |
| [Susan Moore](https://find.wellspent.co/advisors/susan-moore.md) | Moore Financial Advisors, Ltd. | Watertown, Massachusetts | CFP, MS | Hourly, Ongoing planning fee |
| [Cheryl Costa](https://find.wellspent.co/advisors/cheryl-costa.md) | Woodside Wealth Management LLC | Framingham, Massachusetts | BS, CFP, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Beth Lundberg](https://find.wellspent.co/advisors/beth-lundberg.md) | Hawthorne Wellman Financial Planning | Tyngsboro, Massachusetts | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Jeremy Bohne](https://find.wellspent.co/advisors/jeremy-bohne.md) | Paceline Wealth Management | Medfield, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Michael Solari](https://find.wellspent.co/advisors/michael-solari.md) | Solari Financial Planning, LLC | Boston, Massachusetts | CFP, MS | Hourly, Fixed fees |
| [Robb Pryor](https://find.wellspent.co/advisors/robb-pryor.md) | Priority Tax & Financial Planning | Amherst , Massachusetts | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [Sheila Lawrence](https://find.wellspent.co/advisors/sheila-lawrence.md) | Ballentine Partners, LLC | Waltham, Massachusetts | CAP, CFP | Percentage of assets, Hourly, Fixed fees |
| [Sylvie Scowcroft](https://find.wellspent.co/advisors/sylvie-scowcroft.md) | The Financial Grove | Cambridge, Massachusetts | CFP | One-time planning fee, Ongoing planning fee |
| [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Charles Lawson](https://find.wellspent.co/advisors/charles-lawson.md) | Heritage Financial Network | Concord, Massachusetts | CFP | Percentage of assets, Hourly |
| [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jared Brock](https://find.wellspent.co/advisors/jared-brock.md) | Brock Hill Wealth Management | Newton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Juan David Ramon Soto](https://find.wellspent.co/advisors/juan-david-ramon-soto.md) | Alliance Private Wealth | North Reading, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kyle Cote](https://find.wellspent.co/advisors/kyle-cote.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Leann Sullivan](https://find.wellspent.co/advisors/leann-sullivan.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Meehan](https://find.wellspent.co/advisors/michael-meehan.md) | TFC Financial | Boston, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Miguel Rios Amurrio](https://find.wellspent.co/advisors/miguel-rios-amurrio.md) | TQM Wealth Partners | Marblehead, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Robert Mestjian](https://find.wellspent.co/advisors/robert-mestjian.md) | Alliance Private Wealth | North Reading, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sarah Rioux](https://find.wellspent.co/advisors/sarah-rioux.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Shane Kelly](https://find.wellspent.co/advisors/shane-kelly.md) | Mayport | Newton, Massachusetts | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Alexander Weiss](https://find.wellspent.co/advisors/alexander-weiss.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 559. The full list, page by page: https://find.wellspent.co/by/hourly-financial-advisors/massachusetts/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).