Virtual financial advisors in Massachusetts
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.
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.
- Patrick Cote AssetGrade, Boston Holds the CFP and CFA. Fees on file: percentage of assets.
- Kevin Feig Walk You To Wealth, Dover Holds the CFP and CPA. Fees on file: subscription.
- Michael Gross Rising Tides Financial, LLC, Needham Holds the CFP and CPA. Fees on file: fixed fees.
- Eric Roberge Beyond Your Hammock LLC, Boston Holds the CFP. Fees on file: subscription, flat fee or retainer.
- Mike Morton Morton Financial Advice, Harvard Holds the CFP. Fees on file: flat fee or retainer, hourly.
By the numbers
- Advisors listed
- 43
- Firms
- 35
- Cities
- 27
- Hold the CFP
- 74%
- Other credentials: CFA 12% · CPA 5% · ChFC 7%
- How they charge (of 43 with fees on file): percentage of assets 60% · ongoing planning fee 44% · hourly 44% · one-time planning fee 40%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 43 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| 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 |
| 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 |
| Jay Abolofia | Lyon Financial Planning, LLC | Waltham | CFP, PhD | Flat fee or retainer, Hourly |
| T.J. van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Theodore van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Quentara Costa | Powwow, LLC | North Andover | CFP, MSFP | Hourly, Ongoing planning fee |
| Nicholas Stevens | Evergreen Wealth Management | Boston | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. | Beyond Your Hammock LLC | Boston | CFP | Subscription, Flat fee or retainer |
| Michael Gross | Rising Tides Financial, LLC | Needham | CFP, CPA, MST | Fixed fees |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| 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 |
| Leslie Modica | Saltbox Financial | Newburyport | CFP | Hourly, Ongoing planning fee |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Cory Christiana | NEXTEN FP | Hingham | CFP | Percentage of assets, Fixed fees |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Michael Solari | Solari Financial Planning, LLC | Boston | CFP, MS | Hourly, Fixed fees |
| Patricia Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| 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 |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Patrick Cote | AssetGrade | Boston | CFP, CFA | Percentage of assets |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| Lee Generous | Generous Wealth Management | Marshfield | CFP, ChFC | Percentage of assets, Hourly |
| Phuong Luong | Just Wealth | Pittsfield | CFP | Percentage of assets |
| Enrique Perez | Mission Park Capital | Cambridge | Not listed | Ongoing planning fee, One-time planning fee |
| Robert Holzbach | Red Kennedy Financial | Littleton | Not listed | Flat fee or retainer, Hourly |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Michael Davis | Cottage Street Advisors | Marion | Not listed | Percentage of assets, Hourly |
| Zachary Stuppy | Brave Boat Capital Advisors | Boston | Not listed | Percentage of assets |
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