| Cameron Rahbar | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Caroline Gaffney | Atwater Wealth Management | Boston | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Casey Fitchett | Pine Haven Investment Counsel | Fairhaven | CFP | Percentage of assets |
| Charlise Whiteside | Stonehaven Private Wealth Management | Manchester By The Sea | CFP | Percentage of assets, Hourly |
| Christina Larson | Larson Financial Planning | Winchester | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| Corrigan Rayfield | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Daniel Friel | JSK Capital Advisors | Waltham | CFA | Percentage of assets, Hourly |
| Daniel Ringer | Breakwater Financial | Needham | CFP | Hourly, Ongoing planning fee |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| Dustin Latham | Alternative Capitalis | Wrentham | CFA | Percentage of assets, Hourly |
| Elizabeth Pleck | Financial Strategies | Wellesley | CFP | Hourly, Percentage of assets |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| George Kimball | Needham Advisory | North Andover | CFA | Percentage of assets, Hourly |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| 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 Boyd | Boyd Financial Strategies | Worcester | CFP | Percentage of assets, Hourly |
| Joseph Somerset | Beantown Financial Advisors | Jefferson | CFA | Percentage of assets, Hourly |
| 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 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 |
| Phuong Luong | Just Wealth | Pittsfield | CFP | Percentage of assets |
| Thomas Kilgallen | Fair Weather Strategies | Andover | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
| Charles Corkery | PUREfi Wealth | Boston | CFP | Percentage of assets, Hourly |
| David Linnard | Linnard Financial Management & Planning | Boxborough | CFP | Percentage of assets, Ongoing planning fee |
| David Rhee | Rhee + Company | Natick | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |