One-time financial plans in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Lilly Tenere Wealth Advisors, Hyannis Holds the CFP and CFA. Fees on file: percentage of assets, 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.
- Ian Rea Slate Peak Financial Services, LLC, Medfield Holds the CFP and CFA. Fees on file: ongoing planning fee, one-time planning fee.
- Grant Joiner Vineyard Wealth Group, Vineyard Haven Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Lauren Overzet Civic Financial, Boston Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Glenn Brown PlanDynamic, LLC, Framingham Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 58
- Firms
- 47
- Cities
- 36
- Hold the CFP
- 66%
- Other credentials: CFA 14% · EA 2% · ChFC 7%
- How they charge (of 58 with fees on file): one-time planning fee 100% · percentage of assets 55% · ongoing planning fee 38% · hourly 38%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 58 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 |
| 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 |
| Grant Joiner | Vineyard Wealth Group | Vineyard Haven | CFP, AAMS, EA | Percentage of assets, One-time planning fee |
| Andrew Chan | Locker Financial Services, LLC | Needham | BS, CFP, CIMA | One-time planning fee, Hourly |
| Debbie Levenson | Levenson Wealth LLC | Newtonville | CFP, MBA | One-time planning fee, Ongoing planning fee |
| Ian Rea | Slate Peak Financial Services, LLC | Medfield | CFA, CFP, MBA | Ongoing planning fee, One-time planning fee |
| Thomas Fisher | Fisher Financial Strategies | Cambridge | CFP | Hourly, One-time planning fee |
| 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 |
| 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 |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Maureen Demers | Demers Financial Planning | North Andover | CFP | Percentage of assets, One-time planning fee |
| 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 |
| Sue Danson | New Shore Financial LLC | Needham | CFP | Percentage of assets, One-time planning fee |
| Sylvie Scowcroft | The Financial Grove | Cambridge | CFP | One-time planning fee, Ongoing planning fee |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Debra Neiman | Neiman & Associates Financial Services | Watertown | CFP | Percentage of assets, One-time planning fee |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Patricia Welsh | Fox Hill Wealth Management | Dedham | CFP | Percentage of assets, One-time planning fee |
| William Ryan | Fox Hill Wealth Management | Dedham | CFP | Percentage of assets, One-time planning fee |
| Adam Wojtkowski | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Brian Bond | Leverage Financial Advisory | Wilmington | CFP | Percentage of assets, Ongoing planning fee |
| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Edward Toole | Toole Financial | Longmeadow | CFP | Hourly, One-time planning fee |
| Lucy Valandra | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Megan Donnelly | Quabbin Advisors | Amherst | CFP, ChFC | One-time planning fee |
| Elizabeth Pleck | Financial Strategies | Wellesley | CFP | Hourly, Percentage of assets |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| 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 |
| Wei Wang | Triple Summit Advisors | Newton | CFP, CFA | Percentage of assets, Flat fee or retainer |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Michael Stern | Arlington Investment Advisors | Arlington | Not listed | Percentage of assets, One-time planning fee |
| Wendy Suzanne Marsden | ProsperiTea Planning | Greenfield | CFP | One-time planning fee |
| Enrique Perez | Mission Park Capital | Cambridge | Not listed | Ongoing planning fee, One-time planning fee |
| Eric Benz | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Ian McConnell | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes