Fee-only financial advisors in Braintree, Massachusetts
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Matthew Hodges Napier Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- David Mullen Little House Capital Holds the CFA. Fees on file: percentage of assets, hourly.
- Adrian Baldeon Genesis Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Paul Marino MSA Financial Holds the CFP. Fees on file: percentage of assets, hourly.
- Alex Kozlowski Pallas Capital Advisors Holds the CFA. Fees on file: percentage of assets, hourly.
- Ian Browning Peddock Capital Advisors Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 43
- Firms
- 7
- Hold the CFP
- 37%
- Other credentials: CFA 14%
- How they charge (of 43 with fees on file): percentage of assets 100% · hourly 100% · fixed fees 93%
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 Braintree by what you need
- Estate planning (34)
- Retirement planning in Massachusetts
- Family wealth transfer in Massachusetts
- Tax planning in Massachusetts
- Founders in Massachusetts
- Small business owners in Massachusetts
- Retirees in Massachusetts
- Executives in Massachusetts
- Pre-retirees in Massachusetts
- Ultra-high-net-worth families in Massachusetts
Find an advisor in Massachusetts by fee, assets, or credential
Questions about fee-only advisors in Braintree
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.
All 43 advisors in Braintree
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Anne Gouthro | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Dante Coppola | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| John Napolitano | Napier Financial | Braintree | CFP, PFS | Percentage of assets, Hourly |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Matthew Hodges | Napier Financial | Braintree | CFP, CFA | Percentage of assets, Hourly |
| Matthew Simmons | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Thomas Fletcher | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Alex Kozlowski | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Jeremy David | Little House Capital | Braintree | CFP | Percentage of assets, Hourly |
| Adam Dani | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Camden Newton | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Charles Evangelakos | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Richard Mullen | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Napolitano | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Todd Vandam | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| David Mullen | Little House Capital | Braintree | CFA | Percentage of assets, Hourly |
| Kate Chilson | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Mary Gilligan | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Michael Thomas | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| James Moise | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Luke Pata | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Lynn Kelly | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Richard Feely | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Stimson | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Adrian Baldeon | Genesis Wealth Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Brandon Roy | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Michael Cammarata | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Paul Marino | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Richard Stram | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Ryan Zimmerman | MSA Financial | Braintree | CFP | Percentage of assets, Hourly |
| Allison Leary | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Denise Del Monaco | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Roy | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
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