Fee-only financial advisors in Boston, Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brett Mirliani Birch Hill Investment Advisors Holds the CFP and CFA. Fees on file: percentage of assets.
- Patrick Cote AssetGrade Holds the CFP and CFA. Fees on file: percentage of assets.
- Ousmane Diagne Timbuktu Capital Management Holds the CFP and CFA. Fees on file: flat fee or retainer.
- Caroline Gaffney Atwater Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Lauren Overzet Civic Financial Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Sunil Harpalani Holistic View Financial, LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 185
- Firms
- 48
- Hold the CFP
- 29%
- Other credentials: CFA 27% · CPA 1% · EA 1%
- How they charge (of 185 with fees on file): percentage of assets 92% · fixed fees 72% · hourly 60% · performance-based fees 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Boston by what you need
Find an advisor in Massachusetts by fee, assets, or credential
Questions about fee-only advisors in Boston
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.
All 185 advisors in Boston
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Shaun Erickson | Single Point Partners | Boston | 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 |
| Michael Solari | Solari Financial Planning, LLC | Boston | CFP, MS | Hourly, Fixed fees |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Patrick Cote | AssetGrade | Boston | CFP, CFA | Percentage of assets |
| Amy Qiu | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jessica Welch | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Cameron Rahbar | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Caroline Gaffney | Atwater Wealth Management | Boston | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Corrigan Rayfield | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Nancy Von Stackelberg | Radius Wealth Management | Boston | CFP | Percentage of assets, Hourly |
| Nicole Heavern | Riverview Capital Advisers | Boston | CFP | Percentage of assets, Hourly |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Tracy Gibbs | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Alison Goodrich | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Charles Corkery | PUREfi Wealth | Boston | CFP | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Michael Serchen | Anchor Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Ousmane Diagne | Timbuktu Capital Management | Boston | CFP, CFA | Flat fee or retainer |
| Steven Dray | Zevin Asset Management | Boston | CFP, CFA | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Bill Nugent | Convey Wealth Management | Boston | CFP, EA | Percentage of assets, Fixed fees |
| Brett Mirliani | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Catherine Kennedy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Charles Clapp | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |
| Christopher Mikus | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
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