# One-time financial plans in Massachusetts > In Massachusetts, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Jason Lilly of Tenere Wealth Advisors, Wei Wang of Triple Summit Advisors and Ian Rea of Slate Peak Financial Services, LLC. Page: https://find.wellspent.co/by/one-time-financial-plan/massachusetts/ 58 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 offer one-time plans in Massachusetts? In Massachusetts, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Jason Lilly of Tenere Wealth Advisors, Wei Wang of Triple Summit Advisors and Ian Rea of Slate Peak Financial Services, LLC. ## How many fee-only advisors who offer one-time plans in Massachusetts are there? The Wellspent public graph lists 58 fee-only advisors who offer one-time plans in Massachusetts, at 47 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who offer one-time plans in Massachusetts located? Of the 58 fee-only advisors who offer one-time plans in Massachusetts, 6 are in Andover, followed by 6 in Dedham and 5 in Cambridge. ## How do fee-only advisors who offer one-time plans in Massachusetts charge? All 58 fee-only advisors who offer one-time plans in Massachusetts with fees on file charge a one-time planning fee. Many use more than one: 55% charge a percentage of assets and 38% charge an ongoing planning fee. ## How many fee-only advisors who offer one-time plans in Massachusetts hold the CFP? 66% of the 58 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in Massachusetts? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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 | | [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 | | [Grant Joiner](https://find.wellspent.co/advisors/grant-joiner.md) | Vineyard Wealth Group | Vineyard Haven, Massachusetts | CFP, AAMS, EA | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Andrew Chan](https://find.wellspent.co/advisors/andrew-chan.md) | Locker Financial Services, LLC | Needham, Massachusetts | BS, CFP, CIMA | One-time planning fee, Hourly | | [Debbie Levenson](https://find.wellspent.co/advisors/debbie-levenson.md) | Levenson Wealth LLC | Newtonville, Massachusetts | CFP, MBA | One-time planning fee, Ongoing planning fee | | [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 | | [Thomas Fisher](https://find.wellspent.co/advisors/thomas-fisher.md) | Fisher Financial Strategies | Cambridge, Massachusetts | CFP | Hourly, One-time planning fee | | [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 | | [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 | | [Jeffrey Meenes](https://find.wellspent.co/advisors/jeffrey-meenes.md) | Meenes Wealth Partners | Shrewsbury, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee | | [Maureen Demers](https://find.wellspent.co/advisors/maureen-demers.md) | Demers Financial Planning | North Andover, Massachusetts | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [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 | | [Sue Danson](https://find.wellspent.co/advisors/sue-danson.md) | New Shore Financial LLC | Needham, Massachusetts | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Sylvie Scowcroft](https://find.wellspent.co/advisors/sylvie-scowcroft.md) | The Financial Grove | Cambridge, Massachusetts | CFP | One-time planning fee, Ongoing planning fee | | [Anthony Corsino](https://find.wellspent.co/advisors/anthony-corsino.md) | Zen Financial Planning | Andover, Massachusetts | CFP, ChFC | Percentage of assets, One-time planning fee | | [Debra Neiman](https://find.wellspent.co/advisors/debra-neiman.md) | Neiman & Associates Financial Services | Watertown, Massachusetts | CFP | Percentage of assets, One-time planning fee | | [Jennifer Dougherty](https://find.wellspent.co/advisors/jennifer-dougherty.md) | BroadWealth LLC. | Winchester, Massachusetts | CFA | Percentage of assets, Hourly, One-time planning fee | | [Patricia Welsh](https://find.wellspent.co/advisors/patricia-welsh.md) | Fox Hill Wealth Management | Dedham, Massachusetts | CFP | Percentage of assets, One-time planning fee | | [William Ryan](https://find.wellspent.co/advisors/william-ryan.md) | Fox Hill Wealth Management | Dedham, Massachusetts | CFP | Percentage of assets, One-time planning fee | | [Adam Wojtkowski](https://find.wellspent.co/advisors/adam-wojtkowski.md) | Copper Beech Wealth Management | Mansfield, Massachusetts | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Brian Bond](https://find.wellspent.co/advisors/brian-bond.md) | Leverage Financial Advisory | Wilmington, Massachusetts | CFP | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer, One-time planning fee | | [Brian McGivern](https://find.wellspent.co/advisors/brian-mcgivern.md) | Stonestreet Financial | Stoughton, Massachusetts | | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Edward Toole](https://find.wellspent.co/advisors/edward-toole.md) | Toole Financial | Longmeadow, Massachusetts | CFP | Hourly, One-time planning fee | | [Lucy Valandra](https://find.wellspent.co/advisors/lucy-valandra.md) | Copper Beech Wealth Management | Mansfield, Massachusetts | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Megan Donnelly](https://find.wellspent.co/advisors/megan-donnelly.md) | Quabbin Advisors | Amherst, Massachusetts | CFP, ChFC | One-time planning fee | | [Elizabeth Pleck](https://find.wellspent.co/advisors/elizabeth-pleck.md) | Financial Strategies | Wellesley, Massachusetts | CFP | Hourly, Percentage of assets, One-time planning fee | | [Ethan Brown](https://find.wellspent.co/advisors/ethan-brown.md) | Cox Capital Management | Andover, Massachusetts | | Flat fee or retainer, One-time planning fee | | [Harrison Oakes](https://find.wellspent.co/advisors/harrison-oakes.md) | Cox Capital Management | Andover, Massachusetts | | Flat fee or retainer, One-time planning fee | | [Jillian Brooks](https://find.wellspent.co/advisors/jillian-brooks.md) | Cox Capital Management | Andover, Massachusetts | | Flat fee or retainer, One-time planning fee | | [Kevin Nulton](https://find.wellspent.co/advisors/kevin-nulton.md) | Titanium Advisors | Franklin, Massachusetts | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Linda Gillespie](https://find.wellspent.co/advisors/linda-gillespie.md) | Real World Financial Planning | Chestnut Hill, Massachusetts | | Hourly, One-time planning fee, Flat fee or retainer | | [Wei Wang](https://find.wellspent.co/advisors/wei-wang.md) | Triple Summit Advisors | Newton, Massachusetts | CFP, CFA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [William Cox](https://find.wellspent.co/advisors/william-cox.md) | Cox Capital Management | Andover, Massachusetts | | Flat fee or retainer, One-time planning fee | | [Michael Stern](https://find.wellspent.co/advisors/michael-stern.md) | Arlington Investment Advisors | Arlington, Massachusetts | | Percentage of assets, One-time planning fee | | [Wendy Suzanne Marsden](https://find.wellspent.co/advisors/wendy-suzanne-marsden.md) | ProsperiTea Planning | Greenfield, Massachusetts | CFP | One-time planning fee | | [Enrique Perez](https://find.wellspent.co/advisors/enrique-perez.md) | Mission Park Capital | Cambridge, Massachusetts | | Ongoing planning fee, One-time planning fee, Hourly | | [Eric Benz](https://find.wellspent.co/advisors/eric-benz.md) | Fox Hill Wealth Management | Dedham, Massachusetts | | Percentage of assets, One-time planning fee | | [Ian McConnell](https://find.wellspent.co/advisors/ian-mcconnell.md) | Fox Hill Wealth Management | Dedham, Massachusetts | | Percentage of assets, One-time planning fee | Showing the first 50 of 58. The full list, page by page: https://find.wellspent.co/by/one-time-financial-plan/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).