Hourly financial advisors in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- David Manteau Colman Knight, Acton Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea Impact Advisors Group LLC, Duxbury Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Jason Lilly Tenere Wealth Advisors, Hyannis Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Ian Rea Slate Peak Financial Services, LLC, Medfield Holds the CFP and CFA. Fees on file: ongoing planning fee, one-time planning fee.
- Wei Wang Triple Summit Advisors, Newton Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Eric Henderson East Horizon Investments, Cambridge Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 559
- Firms
- 262
- Cities
- 125
- Hold the CFP
- 40%
- Other credentials: CFA 18% · CPA 0% · EA 1%
- How they charge (of 559 with fees on file): percentage of assets 90% · hourly 87% · fixed fees 67% · one-time planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial 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.
All 559 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ashley Rittershaus Flat-fee, six-month planning for people who want to retire early, work less or change course while caring for their future selves. | Curious Crow Financial Planning | Revere | CFP | One-time planning fee |
| Glenn Brown | PlanDynamic, LLC | Framingham | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee |
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Jay Abolofia | Lyon Financial Planning, LLC | Waltham | CFP, PhD | Flat fee or retainer, Hourly |
| T.J. van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Theodore van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| John Spoto | Sentry Financial Planning, LLC | Andover | CFP, MBA | Percentage of assets, One-time planning fee |
| Justin Green | Assist FP | Marlborough | CFP, MSFP | One-time planning fee |
| Quentara Costa | Powwow, LLC | North Andover | CFP, MSFP | Hourly, Ongoing planning fee |
| Vincent Renaut | Pier 42 Advisors | South Dennis | CFP | Percentage of assets, Hourly |
| Annie McQuilken | Forever Financial Advisors, LLC | Worcester | CFP, CFT-I, MS | Percentage of assets, Hourly |
| Brendan O'Rourke | Greenway Financial Advisors LLC | Burlington | CFP, EA | Percentage of assets, Hourly |
| Andrew Chan | Locker Financial Services, LLC | Needham | BS, CFP, CIMA | One-time planning fee, Hourly |
| Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea | Impact Advisors Group LLC | Duxbury | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) | Impact Advisors Group LLC | Duxbury | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Elise Stevenson | Clearvue Advisors | Milton | CFP, MBA | Percentage of assets |
| Ian Rea | Slate Peak Financial Services, LLC | Medfield | CFA, CFP, MBA | Ongoing planning fee, One-time planning fee |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| Thomas Fisher | Fisher Financial Strategies | Cambridge | CFP | Hourly, One-time planning fee |
| Eric Henderson | East Horizon Investments | Cambridge | CFA, CFP | Percentage of assets |
| Jason Lilly | Tenere Wealth Advisors | Hyannis | CFP, CFA | Percentage of assets, One-time planning fee |
| Jennifer Lane | Compass Planning Associates | Westwood | CFP, MBA | Hourly, One-time planning fee |
| Leslie Modica | Saltbox Financial | Newburyport | CFP | Hourly, Ongoing planning fee |
| Susan Moore | Moore Financial Advisors, Ltd. | Watertown | CFP, MS | Hourly, Ongoing planning fee |
| Cheryl Costa | Woodside Wealth Management LLC | Framingham | BS, CFP, MBA | Percentage of assets, Flat fee or retainer |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| Michael Solari | Solari Financial Planning, LLC | Boston | CFP, MS | Hourly, Fixed fees |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Sheila Lawrence | Ballentine Partners, LLC | Waltham | CAP, CFP | Percentage of assets, Hourly |
| Sylvie Scowcroft | The Financial Grove | Cambridge | CFP | One-time planning fee, Ongoing planning fee |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Charles Lawson | Heritage Financial Network | Concord | CFP | Percentage of assets, Hourly |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Juan David Ramon Soto | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Robert Mestjian | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Shane Kelly | Mayport | Newton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
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