| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jeremy David | Little House Capital | Braintree | CFP | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Jon Duane | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| 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 Gore | Polaris Investment Advisors, LLC. | Framingham | PFS | Percentage of assets, Hourly |
| 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 |
| Robert Whitney | Polaris Investment Advisors, LLC. | Framingham | ChFC | Percentage of assets, Hourly |
| Rosemarie Connolly | Connolly Advisors | North Andover | CFP | Percentage of assets, Hourly |
| Spencer Henderson | Aequitas Investment Advisors | Hingham | ChFC | Percentage of assets, Hourly |
| Steven Dray | Zevin Asset Management | Boston | CFP, CFA | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| 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 |
| 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 |
| Brad Wright | Launch Financial Planning | Andover | CFP | Percentage of assets, Hourly |
| Brett Mirliani | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Brian Doherty | Balanced Rock Investment Advisors | Roslindale, | CFP | Percentage of assets, Hourly |
| Brian Sawyer | Larchmont Wealth Advisors | Lunenburg | Not listed | 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 |
| David Martula | Fee-Only Financial Planning | Hadley | CFP | Hourly, Percentage of assets |
| Dorothy Cole | Dorothy J. Cole | Lexington | CFP, EdM, MBA | Percentage of assets, Hourly |