# Fee-only financial advisors in Boston, Massachusetts > Start with a fee-only advisor in Boston whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brett Mirliani of Birch Hill Investment Advisors, Patrick Cote of AssetGrade and Ousmane Diagne of Timbuktu Capital Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/massachusetts/boston/ 185 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Boston? Start with a fee-only advisor in Boston whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brett Mirliani of Birch Hill Investment Advisors, Patrick Cote of AssetGrade and Ousmane Diagne of Timbuktu Capital Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Boston are there? The Wellspent public graph lists 185 fee-only advisors in Boston, at 48 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Boston focus on? The most common focus among fee-only advisors in Boston is family wealth transfer (108), followed by founders (59) and retirement planning (52). Advisors can list more than one. ## How do fee-only advisors in Boston charge? The most common fee among fee-only advisors in Boston is a percentage of assets, used by 92% of the 185 with fees on file. Many use more than one: 72% charge fixed fees and 60% charge by the hour. ## 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 many fee-only advisors in Boston hold the CFP? 29% of the 185 fee-only advisors in Boston hold the CFP certification, based on the credentials listed on each record. ## Does Massachusetts tax income on top of federal tax? Yes. Massachusetts has a state income tax, so a financial plan for a Massachusetts resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Boston? 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 | |---|---|---|---|---| | [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 | | [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 | | [Shaun Erickson](https://find.wellspent.co/advisors/shaun-erickson.md) | Single Point Partners | Boston, Massachusetts | CFP | Flat fee or retainer, 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 | | [Michael Solari](https://find.wellspent.co/advisors/michael-solari.md) | Solari Financial Planning, LLC | Boston, Massachusetts | CFP, MS | Hourly, Fixed fees | | [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, 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 | | [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, 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 | | [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote.md) | AssetGrade | Boston, Massachusetts | CFP, CFA | Percentage of assets | | [Amy Qiu](https://find.wellspent.co/advisors/amy-qiu.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, 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 | | [Scott Burg](https://find.wellspent.co/advisors/scott-burg.md) | TFC Financial | Boston, 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 | | [Corrigan Rayfield](https://find.wellspent.co/advisors/corrigan-rayfield.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michael Gibbons](https://find.wellspent.co/advisors/michael-gibbons.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based 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 | | [Tracy Gibbs](https://find.wellspent.co/advisors/tracy-gibbs.md) | Howland Capital | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Wendy Karkoska](https://find.wellspent.co/advisors/wendy-karkoska.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Alison Goodrich](https://find.wellspent.co/advisors/alison-goodrich.md) | Anchor Capital Advisors | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Corkery](https://find.wellspent.co/advisors/charles-corkery.md) | PUREfi Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Erin Kerr](https://find.wellspent.co/advisors/erin-kerr.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Frederick Pryor](https://find.wellspent.co/advisors/frederick-pryor.md) | TFC Financial | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Harrison Odaniell](https://find.wellspent.co/advisors/harrison-odaniell.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Kidder](https://find.wellspent.co/advisors/jacob-kidder.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jessica Grande](https://find.wellspent.co/advisors/jessica-grande.md) | TFC Financial | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jonathan McGraw Bentley](https://find.wellspent.co/advisors/jonathan-mcgraw-bentley.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Kelsey Sullivan](https://find.wellspent.co/advisors/kelsey-sullivan.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Serchen](https://find.wellspent.co/advisors/michael-serchen.md) | Anchor Capital Advisors | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Ousmane Diagne](https://find.wellspent.co/advisors/ousmane-diagne.md) | Timbuktu Capital Management | Boston, Massachusetts | CFP, CFA | Flat fee or retainer | | [Steven Dray](https://find.wellspent.co/advisors/steven-dray.md) | Zevin Asset Management | Boston, Massachusetts | CFP, CFA | Percentage of assets, Hourly | | [Tamer Alamuddin](https://find.wellspent.co/advisors/tamer-alamuddin.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Andreas Migliaccio](https://find.wellspent.co/advisors/andreas-migliaccio.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Bill Nugent](https://find.wellspent.co/advisors/bill-nugent.md) | Convey Wealth Management | Boston, Massachusetts | CFP, EA | Percentage of assets, Fixed fees | | [Brett Mirliani](https://find.wellspent.co/advisors/brett-mirliani.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFP, CFA | Percentage of assets | | [Catherine Kennedy](https://find.wellspent.co/advisors/catherine-kennedy.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFP | Percentage of assets | | [Charles Clapp](https://find.wellspent.co/advisors/charles-clapp.md) | Howland Capital | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Charles Von Stackelberg](https://find.wellspent.co/advisors/charles-von-stackelberg.md) | Radius Wealth Management | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Christopher Mikus](https://find.wellspent.co/advisors/christopher-mikus.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFP, CFA | Percentage of assets | | [Erik Cooper](https://find.wellspent.co/advisors/erik-cooper.md) | Arcvest, LLC | Boston, Massachusetts | | Percentage of assets | | [Francis Jackson](https://find.wellspent.co/advisors/francis-jackson.md) | Howland Capital | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Garrett Walsh](https://find.wellspent.co/advisors/garrett-walsh.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Hendrix Berry](https://find.wellspent.co/advisors/hendrix-berry.md) | Obran Capital Advisors | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Heisler](https://find.wellspent.co/advisors/jeffrey-heisler.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jennifer Morrell](https://find.wellspent.co/advisors/jennifer-morrell.md) | Wakely Investment Management | Boston, Massachusetts | BS, CFP | Percentage of assets | | [John Pantekidis](https://find.wellspent.co/advisors/john-pantekidis.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joshua Kazlauskas](https://find.wellspent.co/advisors/joshua-kazlauskas.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Laurence Grosbaum](https://find.wellspent.co/advisors/laurence-grosbaum.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lowell Thomas](https://find.wellspent.co/advisors/lowell-thomas.md) | South Shore Capital Advisors | Boston, Massachusetts | CFA | Percentage of assets, Fixed fees | | [Maureen Quigley](https://find.wellspent.co/advisors/maureen-quigley.md) | Howland Capital | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Nicholas Crocker](https://find.wellspent.co/advisors/nicholas-crocker.md) | Howland Capital | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Paul Karger](https://find.wellspent.co/advisors/paul-karger.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Rylee Felice](https://find.wellspent.co/advisors/rylee-felice.md) | White Lighthouse Investment Management | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Samuel Ober](https://find.wellspent.co/advisors/samuel-ober.md) | Howland Capital | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Sunil Harpalani](https://find.wellspent.co/advisors/sunil-harpalani.md) | Holistic View Financial, LLC | Boston, Massachusetts | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Timothy Malloy](https://find.wellspent.co/advisors/timothy-malloy.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFP | Percentage of assets | | [Wesley Karger](https://find.wellspent.co/advisors/wesley-karger.md) | TwinFocus | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Weston Howland](https://find.wellspent.co/advisors/weston-howland.md) | Howland Capital | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Alexander Waesche](https://find.wellspent.co/advisors/alexander-waesche.md) | Anchor Capital Advisors | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Alison Svizzero](https://find.wellspent.co/advisors/alison-svizzero.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Andrew St Martin](https://find.wellspent.co/advisors/andrew-st-martin.md) | Anchor Capital Advisors | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Brian Burkhart](https://find.wellspent.co/advisors/brian-burkhart.md) | Wealth Effects | Boston, Massachusetts | | Percentage of assets | | [Catherine Faddis](https://find.wellspent.co/advisors/catherine-faddis.md) | Zevin Asset Management | Boston, Massachusetts | CFA | Percentage of assets, Hourly | | [Derek Liberti](https://find.wellspent.co/advisors/derek-liberti.md) | Wealth Effects | Boston, Massachusetts | | Percentage of assets | | [Diana Malcom](https://find.wellspent.co/advisors/diana-malcom.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Graham Johnstone](https://find.wellspent.co/advisors/graham-johnstone.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Hideyoshi Watanabe](https://find.wellspent.co/advisors/hideyoshi-watanabe.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [John Brennecke](https://find.wellspent.co/advisors/john-brennecke.md) | Timber Creek Capital Management | Boston, Massachusetts | CFA | Percentage of assets | | [Louis Marchant](https://find.wellspent.co/advisors/louis-marchant.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Mark Perry](https://find.wellspent.co/advisors/mark-perry.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Patrick Collins](https://find.wellspent.co/advisors/patrick-collins.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Stefan Karlsson](https://find.wellspent.co/advisors/stefan-karlsson.md) | Aureus Asset Management | Boston, Massachusetts | CFA | Percentage of assets, Fixed fees | | [Tenzing Tashishar](https://find.wellspent.co/advisors/tenzing-tashishar.md) | NorthStar Asset Management | Boston, Massachusetts | CFA | Percentage of assets | | [Thaddeus Davis](https://find.wellspent.co/advisors/thaddeus-davis.md) | Aureus Asset Management | Boston, Massachusetts | CFA | Percentage of assets, Fixed fees | | [Tigran Navasardian](https://find.wellspent.co/advisors/tigran-navasardian.md) | Anchor Capital Advisors | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Tuyet Nguyen](https://find.wellspent.co/advisors/tuyet-nguyen.md) | NorthStar Asset Management | Boston, Massachusetts | CFA | Percentage of assets | | [Warner Wayne](https://find.wellspent.co/advisors/warner-wayne.md) | Wealth Effects | Boston, Massachusetts | | Percentage of assets | | [William Liberti](https://find.wellspent.co/advisors/william-liberti.md) | Wealth Effects | Boston, Massachusetts | | Percentage of assets | | [Adam Desjardins](https://find.wellspent.co/advisors/adam-desjardins.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFA | Percentage of assets | | [Alan Arcadipane](https://find.wellspent.co/advisors/alan-arcadipane.md) | Riverview Capital Advisers | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Andrew Swanson](https://find.wellspent.co/advisors/andrew-swanson-3107028.md) | Howland Capital | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Seaman](https://find.wellspent.co/advisors/benjamin-seaman.md) | Riverview Capital Advisers | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Brett Feldman](https://find.wellspent.co/advisors/brett-feldman.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Caitlin Appleton](https://find.wellspent.co/advisors/caitlin-appleton.md) | South Shore Capital Advisors | Boston, Massachusetts | | Percentage of assets, Fixed fees | | [Carlton Bradshaw](https://find.wellspent.co/advisors/carlton-bradshaw.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Catherine Fraga](https://find.wellspent.co/advisors/catherine-fraga.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Gary Mikula](https://find.wellspent.co/advisors/gary-mikula.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFA | Percentage of assets | | [George Cook](https://find.wellspent.co/advisors/george-cook.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFA | Percentage of assets | | [Jacqueline Waite](https://find.wellspent.co/advisors/jacqueline-waite.md) | Atwater Wealth Management | Boston, Massachusetts | | Percentage of assets, Flat fee or retainer | | [Jonathan Pate](https://find.wellspent.co/advisors/jonathan-pate.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kevin Bonacci](https://find.wellspent.co/advisors/kevin-bonacci.md) | Riverview Capital Advisers | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Lisa MacEwen](https://find.wellspent.co/advisors/lisa-macewen.md) | Howland Capital | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Matthew Malicki](https://find.wellspent.co/advisors/matthew-malicki.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFA | Percentage of assets | | [Matthew Marsallo](https://find.wellspent.co/advisors/matthew-marsallo.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Paul Thompson](https://find.wellspent.co/advisors/paul-thompson-3190759.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Paula Pienkowska](https://find.wellspent.co/advisors/paula-pienkowska.md) | Riverview Capital Advisers | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Peter Dixon](https://find.wellspent.co/advisors/peter-dixon.md) | Howland Capital | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Robert Oneil](https://find.wellspent.co/advisors/robert-oneil.md) | Birch Hill Investment Advisors | Boston, Massachusetts | CFA | Percentage of assets | | [Taylor Thomas](https://find.wellspent.co/advisors/taylor-thomas.md) | South Shore Capital Advisors | Boston, Massachusetts | | Percentage of assets, Fixed fees | | [William Waldrip](https://find.wellspent.co/advisors/william-waldrip.md) | TwinFocus | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Andrew Mazzola](https://find.wellspent.co/advisors/andrew-mazzola.md) | M3 Advisory Group | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Brendan Clune](https://find.wellspent.co/advisors/brendan-clune.md) | Timber Creek Capital Management | Boston, Massachusetts | | Percentage of assets | | [Christopher Harris](https://find.wellspent.co/advisors/christopher-harris.md) | Zevin Asset Management | Boston, Massachusetts | | Percentage of assets, Hourly | | [Christopher O'Neill](https://find.wellspent.co/advisors/christopher-o-neill.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Daniel Carr](https://find.wellspent.co/advisors/daniel-carr.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Daniel Doucette](https://find.wellspent.co/advisors/daniel-doucette.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [David Watson](https://find.wellspent.co/advisors/david-watson.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [George Ferrel](https://find.wellspent.co/advisors/george-ferrel.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [George Whitmore](https://find.wellspent.co/advisors/george-whitmore.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jane Li](https://find.wellspent.co/advisors/jane-li.md) | Zevin Asset Management | Boston, Massachusetts | | Percentage of assets, Hourly | | [Jeremiah Gallington](https://find.wellspent.co/advisors/jeremiah-gallington.md) | NorthStar Asset Management | Boston, Massachusetts | | Percentage of assets | | [Julie Goodridge](https://find.wellspent.co/advisors/julie-goodridge.md) | NorthStar Asset Management | Boston, Massachusetts | | Percentage of assets | | [Nicole Bogert](https://find.wellspent.co/advisors/nicole-bogert.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Patrick Fischoeder](https://find.wellspent.co/advisors/patrick-fischoeder.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Paul Simons](https://find.wellspent.co/advisors/paul-simons.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Sandy Galuppo](https://find.wellspent.co/advisors/sandy-galuppo.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Stephanie Moroney](https://find.wellspent.co/advisors/stephanie-moroney.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Stephen Cavagnaro](https://find.wellspent.co/advisors/stephen-cavagnaro.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Thomas Brennecke](https://find.wellspent.co/advisors/thomas-brennecke.md) | Timber Creek Capital Management | Boston, Massachusetts | | Percentage of assets | | [Timothy Jones](https://find.wellspent.co/advisors/timothy-jones-2366513.md) | PUREfi Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [William Hickey](https://find.wellspent.co/advisors/william-hickey.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [William Rice](https://find.wellspent.co/advisors/william-rice-2114122.md) | Anchor Capital Advisors | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [William Rice](https://find.wellspent.co/advisors/william-rice.md) | Anchor Capital Advisors | Boston, 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 | | [Alexa Fattore](https://find.wellspent.co/advisors/alexa-fattore.md) | Single Point Partners | Boston, Massachusetts | CFP | Fixed fees | | [Allison Crate](https://find.wellspent.co/advisors/allison-crate.md) | Mayflower Advisors | Boston, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Brandon Parker](https://find.wellspent.co/advisors/brandon-parker.md) | Great Point Wealth Advisors | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Claire Hawkes](https://find.wellspent.co/advisors/claire-hawkes.md) | Single Point Partners | Boston, Massachusetts | CFP | Fixed fees | | [Dennis O'Leary](https://find.wellspent.co/advisors/dennis-o-leary.md) | Greenway Financial Advisors | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Edwin Hamlin](https://find.wellspent.co/advisors/edwin-hamlin.md) | Clarendon Private | Boston, Massachusetts | CFP | Percentage of assets | | [Hailee OKeefe-MacDonald](https://find.wellspent.co/advisors/hailee-okeefe-macdonald.md) | Clarendon Private | Boston, Massachusetts | CFP | Percentage of assets | | [Leah Warren](https://find.wellspent.co/advisors/leah-warren.md) | Single Point Partners | Boston, Massachusetts | CFP | Fixed fees | | [Meghan Dwyer](https://find.wellspent.co/advisors/meghan-dwyer.md) | Single Point Partners | Boston, Massachusetts | CFP | Fixed fees | | [Michael Dorsey](https://find.wellspent.co/advisors/michael-dorsey.md) | Boston Family Office | Boston, Massachusetts | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Michelle Harrison](https://find.wellspent.co/advisors/michelle-harrison.md) | Single Point Partners | Boston, Massachusetts | CFP | Fixed fees | | [Michelle Lum](https://find.wellspent.co/advisors/michelle-lum.md) | Single Point Partners | Boston, Massachusetts | CFP | Fixed fees | | [Peter Disch](https://find.wellspent.co/advisors/peter-disch.md) | Great Point Wealth Advisors | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Raymond Bligh](https://find.wellspent.co/advisors/raymond-bligh.md) | Bounty Management | Boston, Massachusetts | CFP | Percentage of assets | | [Alan Shorr](https://find.wellspent.co/advisors/alan-shorr.md) | Investment Advisor Associates | Boston, Massachusetts | ChFC | Percentage of assets, Fixed fees | | [Benjamin Richardson](https://find.wellspent.co/advisors/benjamin-richardson.md) | Boston Family Office | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | Showing the first 150 of 185. The full list, page by page: https://find.wellspent.co/locations/us/massachusetts/boston/?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).