# Virtual financial advisors in Massachusetts > In Massachusetts, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Jason Lilly of Tenere Wealth Advisors, Patrick Cote of AssetGrade and Kevin Feig of Walk You To Wealth. Page: https://find.wellspent.co/by/virtual-financial-advisors/massachusetts/ 43 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 work with clients virtually in Massachusetts? In Massachusetts, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Jason Lilly of Tenere Wealth Advisors, Patrick Cote of AssetGrade and Kevin Feig of Walk You To Wealth. ## How many fee-only advisors who work with clients virtually in Massachusetts are there? The Wellspent public graph lists 43 fee-only advisors who work with clients virtually in Massachusetts, at 35 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Massachusetts located? Of the 43 fee-only advisors who work with clients virtually in Massachusetts, 7 are in Boston, followed by 6 in Needham and 3 in Cambridge. ## How do fee-only advisors who work with clients virtually in Massachusetts charge? The most common fee among fee-only advisors who work with clients virtually in Massachusetts is a percentage of assets, used by 60% of the 43 with fees on file. Many use more than one: 44% charge an ongoing planning fee and 44% charge by the hour. ## How many fee-only advisors who work with clients virtually in Massachusetts hold the CFP? 74% of the 43 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Massachusetts? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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 | |---|---|---|---|---| | [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription | | [Ashley Rittershaus](https://find.wellspent.co/advisors/ashley-rittershaus.md) | Curious Crow Financial Planning | Revere, Massachusetts | CFP | One-time planning fee | | [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 | | [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 | | [T.J. van Gerven](https://find.wellspent.co/advisors/tj-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee | | [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing 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 | | [Nicholas Stevens](https://find.wellspent.co/advisors/nicholas-stevens.md) | Evergreen Wealth Management | Boston, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee | | [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge.md) | Beyond Your Hammock LLC | Boston, Massachusetts | CFP | Subscription, Flat fee or retainer | | [Michael Gross](https://find.wellspent.co/advisors/michael-gross.md) | Rising Tides Financial, LLC | Needham, Massachusetts | CFP, CPA, MST | Fixed fees | | [Misty Lynch](https://find.wellspent.co/advisors/misty-lynch.md) | Sound View Financial Advisors, LLC | Newton Center, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Leslie Modica](https://find.wellspent.co/advisors/leslie-modica.md) | Saltbox Financial | Newburyport, Massachusetts | CFP | Hourly, Ongoing planning fee | | [Kristin McKenna](https://find.wellspent.co/advisors/kristin-mckenna.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets | | [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets | | [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 | | [Cory Christiana](https://find.wellspent.co/advisors/cory-christiana.md) | NEXTEN FP | Hingham, Massachusetts | CFP | Percentage of assets, Fixed fees | | [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 | | [Jeremy Bohne](https://find.wellspent.co/advisors/jeremy-bohne.md) | Paceline Wealth Management | Medfield, Massachusetts | CFP | Percentage of assets, Ongoing planning fee | | [John Konetzny](https://find.wellspent.co/advisors/john-konetzny.md) | The Practical Planner | Groton, Massachusetts | CFP | Ongoing planning fee | | [Michael Solari](https://find.wellspent.co/advisors/michael-solari.md) | Solari Financial Planning, LLC | Boston, Massachusetts | CFP, MS | Hourly, Fixed fees | | [Patricia Konetzny](https://find.wellspent.co/advisors/patricia-konetzny.md) | The Practical Planner | Groton, Massachusetts | CFP | Ongoing planning fee | | [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 | | [Michelle Wells](https://find.wellspent.co/advisors/michelle-wells.md) | Darrow Wealth Management | Needham, Massachusetts | CFA | Percentage of assets | | [Anthony Corsino](https://find.wellspent.co/advisors/anthony-corsino.md) | Zen Financial Planning | Andover, Massachusetts | CFP, ChFC | 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 | | [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote.md) | AssetGrade | Boston, Massachusetts | CFP, CFA | Percentage of assets | | [John Levangie](https://find.wellspent.co/advisors/john-levangie.md) | Darrow Wealth Management | Needham, Massachusetts | | Percentage of assets | | [Lee Generous](https://find.wellspent.co/advisors/lee-generous.md) | Generous Wealth Management | Marshfield, Massachusetts | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Phuong Luong](https://find.wellspent.co/advisors/phuong-luong.md) | Just Wealth | Pittsfield, Massachusetts | CFP | Percentage of assets | | [Enrique Perez](https://find.wellspent.co/advisors/enrique-perez.md) | Mission Park Capital | Cambridge, Massachusetts | | Ongoing planning fee, One-time planning fee, Hourly | | [Robert Holzbach](https://find.wellspent.co/advisors/robert-holzbach.md) | Red Kennedy Financial | Littleton, Massachusetts | | Flat fee or retainer, Hourly, One-time planning fee | | [Casey Phinney](https://find.wellspent.co/advisors/casey-phinney.md) | Generous Wealth Management | Marshfield, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [John Sardoni](https://find.wellspent.co/advisors/john-sardoni.md) | Generous Wealth Management | Marshfield, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [William Kelly](https://find.wellspent.co/advisors/william-kelly.md) | Generous Wealth Management | Hull, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Eric Bright](https://find.wellspent.co/advisors/eric-bright.md) | Pennyfarthing Investment Management | Belchertown, Massachusetts | CFA | Percentage of assets, Hourly | | [Michael Davis](https://find.wellspent.co/advisors/michael-davis-2577860.md) | Cottage Street Advisors | Marion, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Zachary Stuppy](https://find.wellspent.co/advisors/zachary-stuppy.md) | Brave Boat Capital Advisors | Boston, Massachusetts | | Percentage of assets | ## 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).