# Fee-only financial advisors in Braintree, Massachusetts > Start with a fee-only advisor in Braintree whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matthew Hodges of Napier Financial, David Mullen of Little House Capital and Adrian Baldeon of Genesis Wealth Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/massachusetts/braintree/ 43 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 Braintree? Start with a fee-only advisor in Braintree whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matthew Hodges of Napier Financial, David Mullen of Little House Capital and Adrian Baldeon of Genesis Wealth Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Braintree are there? The Wellspent public graph lists 43 fee-only advisors in Braintree, at 7 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Braintree focus on? The most common focus among fee-only advisors in Braintree is estate planning (34), followed by small business owners (24) and ultra-high-net-worth families (19). Advisors can list more than one. ## How do fee-only advisors in Braintree charge? All 43 fee-only advisors in Braintree with fees on file charge a percentage of assets. Many use more than one: 100% charge by the hour and 93% charge fixed fees. ## 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 Braintree hold the CFP? 37% of the 43 fee-only advisors in Braintree 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 Braintree? 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 | |---|---|---|---|---| | [Alexander Weiss](https://find.wellspent.co/advisors/alexander-weiss.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Anne Gouthro](https://find.wellspent.co/advisors/anne-gouthro.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Dante Coppola](https://find.wellspent.co/advisors/dante-coppola.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Katelyn Mahon](https://find.wellspent.co/advisors/katelyn-mahon.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, 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 | | [Thomas Fletcher](https://find.wellspent.co/advisors/thomas-fletcher.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Alex Kozlowski](https://find.wellspent.co/advisors/alex-kozlowski.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Emily Richard](https://find.wellspent.co/advisors/emily-richard.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Ian Browning](https://find.wellspent.co/advisors/ian-browning.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Vazza](https://find.wellspent.co/advisors/michael-vazza.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jeremy David](https://find.wellspent.co/advisors/jeremy-david.md) | Little House Capital | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Dani](https://find.wellspent.co/advisors/adam-dani.md) | Napier Financial | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Andrew Krout](https://find.wellspent.co/advisors/andrew-krout.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Camden Newton](https://find.wellspent.co/advisors/camden-newton.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Charles Evangelakos](https://find.wellspent.co/advisors/charles-evangelakos.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Gregory Boyle](https://find.wellspent.co/advisors/gregory-boyle.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jackson Roberts](https://find.wellspent.co/advisors/jackson-roberts.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jessica Frigon](https://find.wellspent.co/advisors/jessica-frigon.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Peter Simmons](https://find.wellspent.co/advisors/peter-simmons.md) | Peddock Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Richard Mullen](https://find.wellspent.co/advisors/richard-mullen.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Robert Napolitano](https://find.wellspent.co/advisors/robert-napolitano.md) | Napier Financial | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Todd Vandam](https://find.wellspent.co/advisors/todd-vandam.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [David Mullen](https://find.wellspent.co/advisors/david-mullen.md) | Little House Capital | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Kate Chilson](https://find.wellspent.co/advisors/kate-chilson.md) | MG Financial | Braintree, Massachusetts | | Percentage of assets, Hourly | | [Mary Gilligan](https://find.wellspent.co/advisors/mary-gilligan.md) | MG Financial | Braintree, Massachusetts | | Percentage of assets, Hourly | | [Michael Thomas](https://find.wellspent.co/advisors/michael-thomas.md) | MG Financial | Braintree, Massachusetts | | Percentage of assets, Hourly | | [James Moise](https://find.wellspent.co/advisors/james-moise.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Luke Pata](https://find.wellspent.co/advisors/luke-pata.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Lynn Kelly](https://find.wellspent.co/advisors/lynn-kelly.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Richard Feely](https://find.wellspent.co/advisors/richard-feely.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Robert Stimson](https://find.wellspent.co/advisors/robert-stimson.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Adrian Baldeon](https://find.wellspent.co/advisors/adrian-baldeon.md) | Genesis Wealth Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Roy](https://find.wellspent.co/advisors/brandon-roy.md) | MSA Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Cammarata](https://find.wellspent.co/advisors/michael-cammarata.md) | MSA Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Marino](https://find.wellspent.co/advisors/paul-marino.md) | MSA Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Stram](https://find.wellspent.co/advisors/richard-stram.md) | MSA Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Zimmerman](https://find.wellspent.co/advisors/ryan-zimmerman.md) | MSA Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Allison Leary](https://find.wellspent.co/advisors/allison-leary.md) | MSA Financial | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Denise Del Monaco](https://find.wellspent.co/advisors/denise-del-monaco.md) | MSA Financial | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Robert Roy](https://find.wellspent.co/advisors/robert-roy.md) | MSA Financial | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | ## 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).