| 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 |
| Thierry Hasse | Elevage Partners | Springfield | Not listed | Percentage of assets, Hourly |
| Timothy Malloy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Timothy Walt | CVW Financial | Plymouth | Not listed | Percentage of assets, Hourly |
| Todd Vandam | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Wendy Weiss | Weiss Financial Advisors | Cambridge | Not listed | Percentage of assets, Flat fee or retainer |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Weston Howland | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| William Harris | WH Cornerstone | Duxbury | CFP | Percentage of assets, Hourly |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Anke Parpart | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Catherine Faddis | Zevin Asset Management | Boston | CFA | Percentage of assets, Hourly |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| David Carnevale | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| David Mullen | Little House Capital | Braintree | CFA | Percentage of assets, Hourly |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Ellen Ginsberg | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Garrett Burgess | Cote Financial Management | Wenham | Not listed | Percentage of assets, Hourly |
| Gary Martinelli | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Grady Kozak | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Jonathan Ambrose | The Montgomery Financial Group | Orleans | Not listed | Hourly |
| Joseph Polidoro | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Kate Chilson | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Keith Whitt | Maritime Wealth Advisors | Hanover | Not listed | Percentage of assets, Hourly |
| Laurence Pike | Client Priority Financial Advisors | Plymouth | CFA | Hourly |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mary Gilligan | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Matthew Babson | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Meredith Murphy | Financial Well-Being Advisors | Wellesley | CFA | Hourly, One-time planning fee |
| Michael Thomas | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Noreen Walsh | Aequitas Investment Advisors | Hingham | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Furcinito | Florek Financial | Duxbury | Not listed | Percentage of assets, Hourly |
| Robert Murphy | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Samuel Plotkin | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| Scott Leabman | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Thomas Shepherd | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |