# Fee-only financial advisors in Massachusetts, United States

> Northeast fee-only cluster anchored on Boston and Cambridge.

The Wellspent public graph lists 876 fee-only financial advisors serving Massachusetts at 402 firms, most in Boston, Braintree and Needham. 38% hold the CFP certification. Of the 874 with fees on file, 90% charge percentage of assets.

Page: https://find.wellspent.co/locations/us/massachusetts/
876 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## 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 |
| [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 |
| [Stephanie Loeffel](https://find.wellspent.co/advisors/stephanie-loeffel.md) | Ascend Financial LLC | Scituate, Massachusetts | CFP | Percentage of assets, Ongoing 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 |
| [Clandine Schrock](https://find.wellspent.co/advisors/clandine-schrock.md) | Montis Financial | Waltham, Massachusetts | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Vincent Renaut](https://find.wellspent.co/advisors/vincent-renaut.md) | Pier 42 Advisors | South Dennis, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees |
| [Brendan O'Rourke](https://find.wellspent.co/advisors/brendan-orourke.md) | Greenway Financial Advisors LLC | Burlington, Massachusetts | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Nicholas Stevens](https://find.wellspent.co/advisors/nicholas-stevens.md) | Evergreen Wealth Management | Boston, Massachusetts | CFP | Flat fee or retainer, 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 |
| [Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea](https://find.wellspent.co/advisors/brandon-jordan-msa-cfp-chfc-cepa-cvga-clu-ea.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| [Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab)](https://find.wellspent.co/advisors/chris-steward-cfa-cfp-ricp-ma-cantab.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Debbie Levenson](https://find.wellspent.co/advisors/debbie-levenson.md) | Levenson Wealth LLC | Newtonville, Massachusetts | CFP, MBA | One-time planning fee, Ongoing planning fee |
| [Elise Stevenson](https://find.wellspent.co/advisors/elise-stevenson.md) | Clearvue Advisors | Milton, Massachusetts | CFP, MBA | Percentage of assets |
| [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge.md) | Beyond Your Hammock LLC | Boston, Massachusetts | CFP | Subscription, Flat fee or retainer |
| [Greg Peterson](https://find.wellspent.co/advisors/greg-peterson.md) | Adaptive Financial Solutions, Inc. | Cambridge, Massachusetts | BA, CFA, CFP, MA, MBA, PhD | Fixed fees |
| [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 |
| [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 |
| [Thomas Fisher](https://find.wellspent.co/advisors/thomas-fisher.md) | Fisher Financial Strategies | Cambridge, Massachusetts | CFP | Hourly, One-time planning fee |
| [Caden Buckley](https://find.wellspent.co/advisors/caden-buckley.md) | Beacon Financial Planning, Inc. | Hyannis, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Dan Pinheiro](https://find.wellspent.co/advisors/dan-pinheiro.md) | South Coast Planning & Wealth Management LLC | Fall River, Massachusetts | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| [Eric Henderson](https://find.wellspent.co/advisors/eric-henderson.md) | East Horizon Investments | Cambridge, Massachusetts | CFA, CFP | Percentage of assets |
| [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 |
| [Kelsey Brennan](https://find.wellspent.co/advisors/kelsey-brennan.md) | Perennial Advisors Group, LLC | Westford, Massachusetts | CFP | Ongoing planning fee |
| [Leslie Modica](https://find.wellspent.co/advisors/leslie-modica.md) | Saltbox Financial | Newburyport, Massachusetts | CFP | Hourly, Ongoing planning fee |
| [Liam Timmons](https://find.wellspent.co/advisors/liam-timmons.md) | Timmons Wealth Management | Attleboro, Massachusetts | CFP, CIMA, MBA | Percentage of assets |
| [Shaun Erickson](https://find.wellspent.co/advisors/shaun-erickson.md) | Single Point Partners | Boston, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee |
| [Susan Moore](https://find.wellspent.co/advisors/susan-moore.md) | Moore Financial Advisors, Ltd. | Watertown, Massachusetts | CFP, MS | Hourly, Ongoing planning fee |
| [Anthony Salotto](https://find.wellspent.co/advisors/anthony-salotto.md) | Delphinus Financial Advisors, LLC | Mansfield, Massachusetts | BS, CFP, EA, MS | Fixed fees |
| [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 |
| [John Kochevar](https://find.wellspent.co/advisors/john-kochevar.md) | Kochevar Financial Planning, LLC | Grafton, Massachusetts | CFP | 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 |
| [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 |
| [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 |
| [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 |
| [Scott Swartz](https://find.wellspent.co/advisors/scott-swartz.md) | AndersonLane Associates | Needham, Massachusetts | CFP | Percentage of assets |
| [Sheila Lawrence](https://find.wellspent.co/advisors/sheila-lawrence.md) | Ballentine Partners, LLC | Waltham, Massachusetts | CAP, CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Charles Lawson](https://find.wellspent.co/advisors/charles-lawson.md) | Heritage Financial Network | Concord, Massachusetts | CFP | Percentage of assets, Hourly |
| [Christopher Gauthier](https://find.wellspent.co/advisors/christopher-gauthier-4861803.md) | Proactive Financial Solutions 360 | North Attleboro, Massachusetts | CFP | Percentage of assets |
| [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jared Brock](https://find.wellspent.co/advisors/jared-brock.md) | Brock Hill Wealth Management | Newton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Russell](https://find.wellspent.co/advisors/john-russell.md) | Peak Asset Management | Needham, Massachusetts | CFA | Percentage of assets |
| [Juan David Ramon Soto](https://find.wellspent.co/advisors/juan-david-ramon-soto.md) | Alliance Private Wealth | North Reading, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kyle Cote](https://find.wellspent.co/advisors/kyle-cote.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Leann Sullivan](https://find.wellspent.co/advisors/leann-sullivan.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Meehan](https://find.wellspent.co/advisors/michael-meehan.md) | TFC Financial | Boston, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Michelle Wells](https://find.wellspent.co/advisors/michelle-wells.md) | Darrow Wealth Management | Needham, Massachusetts | CFA | Percentage of assets |
| [Miguel Rios Amurrio](https://find.wellspent.co/advisors/miguel-rios-amurrio.md) | TQM Wealth Partners | Marblehead, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Robert Mestjian](https://find.wellspent.co/advisors/robert-mestjian.md) | Alliance Private Wealth | North Reading, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sarah Rioux](https://find.wellspent.co/advisors/sarah-rioux.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Shane Kelly](https://find.wellspent.co/advisors/shane-kelly.md) | Mayport | Newton, Massachusetts | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Alexander Weiss](https://find.wellspent.co/advisors/alexander-weiss.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Amy Alpert](https://find.wellspent.co/advisors/amy-alpert.md) | Gray Private Wealth | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andre Fernandes](https://find.wellspent.co/advisors/andre-fernandes.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Anne Gouthro](https://find.wellspent.co/advisors/anne-gouthro.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthony Corsino](https://find.wellspent.co/advisors/anthony-corsino.md) | Zen Financial Planning | Andover, Massachusetts | CFP, ChFC | Percentage of assets, One-time planning fee |
| [Austin Russell](https://find.wellspent.co/advisors/austin-russell.md) | Gray Private Wealth | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Hennessy](https://find.wellspent.co/advisors/brian-hennessy.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Dante Coppola](https://find.wellspent.co/advisors/dante-coppola.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Manteau](https://find.wellspent.co/advisors/david-manteau.md) | Colman Knight | Acton, Massachusetts | CFP, CFA | Flat fee or retainer, Ongoing 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 |
| [Donald Sienkiewicz](https://find.wellspent.co/advisors/donald-sienkiewicz.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Eva Howland](https://find.wellspent.co/advisors/eva-howland.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Scanlan](https://find.wellspent.co/advisors/james-scanlan.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Jamie Upson](https://find.wellspent.co/advisors/jamie-upson.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Prunier](https://find.wellspent.co/advisors/jeffrey-prunier.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Jennifer Dougherty](https://find.wellspent.co/advisors/jennifer-dougherty.md) | BroadWealth LLC. | Winchester, Massachusetts | CFA | Percentage of assets, Hourly, One-time planning fee |
| [John Desimone](https://find.wellspent.co/advisors/john-desimone.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Napolitano](https://find.wellspent.co/advisors/john-napolitano.md) | Napier Financial | Braintree, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [John Wanvig](https://find.wellspent.co/advisors/john-wanvig.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Lachowitz](https://find.wellspent.co/advisors/jonathan-lachowitz.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Gauvin](https://find.wellspent.co/advisors/joseph-gauvin.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joshua Devereaux](https://find.wellspent.co/advisors/joshua-devereaux.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Katelyn Mahon](https://find.wellspent.co/advisors/katelyn-mahon.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Katie Macdonald](https://find.wellspent.co/advisors/katie-macdonald.md) | MacDonald Wealth Management | Mansfield, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Maclean Barach](https://find.wellspent.co/advisors/maclean-barach.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Marc Berman](https://find.wellspent.co/advisors/marc-berman.md) | Colman Knight | Acton, Massachusetts | CFP | Flat fee or retainer, Ongoing planning fee |
| [Matthew Biggar](https://find.wellspent.co/advisors/matthew-biggar.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP, CFA | Percentage of assets, Fixed fees |
| [Matthew Hodges](https://find.wellspent.co/advisors/matthew-hodges.md) | Napier Financial | Braintree, Massachusetts | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Matthew Simmons](https://find.wellspent.co/advisors/matthew-simmons-6704411.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Patricia Welsh](https://find.wellspent.co/advisors/patricia-welsh.md) | Fox Hill Wealth Management | Dedham, Massachusetts | CFP | Percentage of assets, One-time planning fee |
| [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote.md) | AssetGrade | Boston, Massachusetts | CFP, CFA | Percentage of assets |
| [Roberta Tondo](https://find.wellspent.co/advisors/roberta-tondo.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Fletcher](https://find.wellspent.co/advisors/thomas-fletcher.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Grunbeck](https://find.wellspent.co/advisors/thomas-grunbeck.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [William Lefavor](https://find.wellspent.co/advisors/william-lefavor.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [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 Grossman](https://find.wellspent.co/advisors/adam-grossman.md) | Mayport | Newton, Massachusetts | CFA | Flat fee or retainer, Ongoing 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 |
| [Amy Qiu](https://find.wellspent.co/advisors/amy-qiu.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Barnet Goverman](https://find.wellspent.co/advisors/barnet-goverman.md) | Goverman Financial Solutions | Dedham, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Beck](https://find.wellspent.co/advisors/benjamin-beck.md) | Beck Bode | Dedham, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Brett Goverman](https://find.wellspent.co/advisors/brett-goverman.md) | Goverman Financial Solutions | Dedham, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 Boswell](https://find.wellspent.co/advisors/brian-boswell.md) | Newbridge Wealth Management | Malden, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Bryce Schuler](https://find.wellspent.co/advisors/bryce-schuler.md) | Tableaux Wealth | Great Barrington, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Dana Levit](https://find.wellspent.co/advisors/dana-levit.md) | Paragon Financial Advisors | Newton, Massachusetts | CFP | Hourly, Ongoing planning fee |
| [Dinghao Jiang](https://find.wellspent.co/advisors/dinghao-jiang.md) | Downtown Wealth Studios | Wellesley, Massachusetts | CFA | Percentage of assets, Fixed fees |
| [Edmond Griffin](https://find.wellspent.co/advisors/edmond-griffin.md) | Apex Investment Group | Hudson, Massachusetts | CFA | Percentage of assets |
| [Edward Toole](https://find.wellspent.co/advisors/edward-toole.md) | Toole Financial | Longmeadow, Massachusetts | CFP | Hourly, One-time planning fee |
| [Herbert Montgomery](https://find.wellspent.co/advisors/herbert-montgomery.md) | The Montgomery Financial Group | Orleans, Massachusetts | CFP | Hourly |
| [Jarod Bloom](https://find.wellspent.co/advisors/jarod-bloom.md) | Sechrest & Bloom | Acton, Massachusetts | CFP | Fixed fees |
| [Jeffrey Vincent](https://find.wellspent.co/advisors/jeffrey-vincent.md) | Vincent Wealth Advisors | Norwell, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Jenna Israni](https://find.wellspent.co/advisors/jenna-israni.md) | TFC Financial | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Jessica Welch](https://find.wellspent.co/advisors/jessica-welch.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [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 |
| [Luke Delorme](https://find.wellspent.co/advisors/luke-delorme.md) | Tableaux Wealth | Great Barrington, Massachusetts | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Matthew Chester](https://find.wellspent.co/advisors/matthew-chester.md) | Tableaux Wealth | Great Barrington, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Megan Donnelly](https://find.wellspent.co/advisors/megan-donnelly.md) | Quabbin Advisors | Amherst, Massachusetts | CFP, ChFC | One-time planning fee |
| [Michael Kozak](https://find.wellspent.co/advisors/michael-kozak.md) | BlueDoor Private Wealth | Beverly, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Sly](https://find.wellspent.co/advisors/michael-sly.md) | Strategic Financial Alliance | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michelle Fallon](https://find.wellspent.co/advisors/michelle-fallon.md) | Aequitas Investment Advisors | Hingham, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Oleg Litvinenko](https://find.wellspent.co/advisors/oleg-litvinenko.md) | Meeting House Capital | Concord, Massachusetts | CFA | Percentage of assets |
| [Robert Florek](https://find.wellspent.co/advisors/robert-florek.md) | Florek Financial | Duxbury, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Scott Burg](https://find.wellspent.co/advisors/scott-burg.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Stephen Cote](https://find.wellspent.co/advisors/stephen-cote.md) | Cote Financial Management | Wenham, Massachusetts | CFP | Percentage of assets, Hourly |
| [Alex Kozlowski](https://find.wellspent.co/advisors/alex-kozlowski.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Cameron Rahbar](https://find.wellspent.co/advisors/cameron-rahbar.md) | Howland Capital | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Caroline Gaffney](https://find.wellspent.co/advisors/caroline-gaffney.md) | Atwater Wealth Management | Boston, Massachusetts | CFP, CFA | Percentage of assets, Flat fee or retainer |
| [Casey Fitchett](https://find.wellspent.co/advisors/casey-fitchett.md) | Pine Haven Investment Counsel | Fairhaven, Massachusetts | CFP | Percentage of assets |
| [Charlise Whiteside](https://find.wellspent.co/advisors/charlise-whiteside.md) | Stonehaven Private Wealth Management | Manchester By The Sea, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christina Larson](https://find.wellspent.co/advisors/christina-larson.md) | Larson Financial Planning | Winchester, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Gauthier](https://find.wellspent.co/advisors/christopher-gauthier.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Corrigan Rayfield](https://find.wellspent.co/advisors/corrigan-rayfield.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Daniel Friel](https://find.wellspent.co/advisors/daniel-friel.md) | JSK Capital Advisors | Waltham, Massachusetts | CFA | Percentage of assets, Hourly |
| [Daniel Ringer](https://find.wellspent.co/advisors/daniel-ringer.md) | Breakwater Financial | Needham, Massachusetts | CFP | Hourly, Ongoing planning fee |
| [David Juliano](https://find.wellspent.co/advisors/david-juliano.md) | Stonehearth Capital Management | Danvers, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Dustin Latham](https://find.wellspent.co/advisors/dustin-latham.md) | Alternative Capitalis | Wrentham, Massachusetts | CFA | Percentage of assets, Hourly, Flat fee or retainer |
| [Elizabeth Pleck](https://find.wellspent.co/advisors/elizabeth-pleck.md) | Financial Strategies | Wellesley, Massachusetts | CFP | Hourly, Percentage of assets, One-time planning fee |
| [Emily Richard](https://find.wellspent.co/advisors/emily-richard.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Ethan Brown](https://find.wellspent.co/advisors/ethan-brown.md) | Cox Capital Management | Andover, Massachusetts |   | Flat fee or retainer, One-time planning fee |
| [George Kimball](https://find.wellspent.co/advisors/george-kimball.md) | Needham Advisory | North Andover, Massachusetts | CFA | Percentage of assets, Hourly |
| [Harrison Oakes](https://find.wellspent.co/advisors/harrison-oakes.md) | Cox Capital Management | Andover, Massachusetts |   | Flat fee or retainer, One-time planning fee |
| [Ian Browning](https://find.wellspent.co/advisors/ian-browning.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [James Fonzi](https://find.wellspent.co/advisors/james-fonzi.md) | Breakwater Capital Group | Stoneham, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Jane King](https://find.wellspent.co/advisors/jane-king.md) | Fairfield Financial Advisors | Wellesley, Massachusetts | CFP | Percentage of assets |
| [Jillian Brooks](https://find.wellspent.co/advisors/jillian-brooks.md) | Cox Capital Management | Andover, Massachusetts |   | Flat fee or retainer, One-time planning fee |
| [John Biebel](https://find.wellspent.co/advisors/john-biebel.md) | Ridley Cove Financial Advisors | Newton, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [John Boyd](https://find.wellspent.co/advisors/john-boyd-1361880.md) | Boyd Financial Strategies | Worcester, Massachusetts | CFP | Percentage of assets, Hourly |
| [Joseph Somerset](https://find.wellspent.co/advisors/joseph-somerset.md) | Beantown Financial Advisors | Jefferson, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams.md) | Williams Wealth Management | Hopkinton, Massachusetts |   | Percentage of assets, Ongoing planning fee |
| [Justin Klunder](https://find.wellspent.co/advisors/justin-klunder.md) | Gray Private Wealth | Canton, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Matthew Slaney](https://find.wellspent.co/advisors/matthew-slaney.md) | FinArc Investments | Norwood, Massachusetts | CFA | Percentage of assets |
| [Michael Gibbons](https://find.wellspent.co/advisors/michael-gibbons.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Michael O'Keeffe](https://find.wellspent.co/advisors/michael-o-keeffe.md) | MOK Financial Planning & Tax | Millis, Massachusetts | PFS | Percentage of assets |
| [Michael Vazza](https://find.wellspent.co/advisors/michael-vazza.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Nancy Von Stackelberg](https://find.wellspent.co/advisors/nancy-von-stackelberg.md) | Radius Wealth Management | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nicole Heavern](https://find.wellspent.co/advisors/nicole-heavern.md) | Riverview Capital Advisers | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ona Vredenburg](https://find.wellspent.co/advisors/ona-vredenburg.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Phuong Luong](https://find.wellspent.co/advisors/phuong-luong.md) | Just Wealth | Pittsfield, Massachusetts | CFP | Percentage of assets |
| [Robert Dockendorff](https://find.wellspent.co/advisors/robert-dockendorff.md) | May Hill Capital | Cohasset, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Seth Corkin](https://find.wellspent.co/advisors/seth-corkin.md) | May Hill Capital | Brookline, Massachusetts | CFP, ChFC | Percentage of assets, Fixed fees |
| [Thomas Kilgallen](https://find.wellspent.co/advisors/thomas-kilgallen.md) | Fair Weather Strategies | Andover, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Tracy Gibbs](https://find.wellspent.co/advisors/tracy-gibbs.md) | Howland Capital | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Wendy Karkoska](https://find.wellspent.co/advisors/wendy-karkoska.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Wesley Delcol](https://find.wellspent.co/advisors/wesley-delcol.md) | Guidance Point Advisors | Wellesley, Massachusetts | CFP | Percentage of assets |
| [William Cox](https://find.wellspent.co/advisors/william-cox.md) | Cox Capital Management | Andover, Massachusetts |   | Flat fee or retainer, One-time planning fee |
| [William Reeve](https://find.wellspent.co/advisors/william-reeve.md) | Kastel Capital | Wellesley, Massachusetts | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [William Sempolinski](https://find.wellspent.co/advisors/william-sempolinski.md) | Five Corners Financial Services | Easton, Massachusetts | CFP, ChFC | Percentage of assets, Fixed fees |
| [Alexander Burke](https://find.wellspent.co/advisors/alexander-burke.md) | Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates | Dedham, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alison Goodrich](https://find.wellspent.co/advisors/alison-goodrich.md) | Anchor Capital Advisors | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alyson Shaw](https://find.wellspent.co/advisors/alyson-shaw.md) | Alliance Private Wealth | North Reading, Massachusetts |   | Percentage of assets, Hourly, Fixed fees |
| [Beck Ringle](https://find.wellspent.co/advisors/beck-ringle.md) | Chicory Wealth | South Deerfield, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Carol Khouri](https://find.wellspent.co/advisors/carol-khouri.md) | Wingate Wealth Advisors | Lexington, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Charles Corkery](https://find.wellspent.co/advisors/charles-corkery.md) | PUREfi Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Bekel](https://find.wellspent.co/advisors/christopher-bekel.md) | Wingate Wealth Advisors | Lexington, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [David Khouri](https://find.wellspent.co/advisors/david-khouri.md) | Wingate Wealth Advisors | Lexington, Massachusetts | CFP | Percentage of assets, Fixed fees |

Showing the first 200 of 876. The full list, page by page: https://find.wellspent.co/locations/us/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).