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Fee-only financial advisors in Wellesley, Massachusetts

Which fee-only financial advisor should I talk to in Wellesley?

Start with a fee-only advisor in Wellesley whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Sheldon of Washington Trust Advisors, William Reeve of Kastel Capital and Benjamin Smith of Guidance Point Advisors, chosen for their credentials and fees on file.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Michael Sheldon Washington Trust Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
  • William Reeve Kastel Capital Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Benjamin Smith Guidance Point Advisors Holds the CFA. Fees on file: percentage of assets.
  • Meredith Murphy Financial Well-Being Advisors Holds the CFA. Fees on file: hourly, one-time planning fee.
  • Elizabeth Pleck Financial Strategies Holds the CFP. Fees on file: hourly, percentage of assets.
  • Stephen Doucette Proctor Financial Holds the CFP. Fees on file: percentage of assets, fixed fees.

By the numbers

Advisors listed
26
Firms
13
Hold the CFP
35%
  • Other credentials: CFA 31%
  • How they charge (of 26 with fees on file): percentage of assets 92% · fixed fees 46% · hourly 23% · performance-based fees 12%

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 Wellesley by what you need

Find an advisor in Massachusetts by fee, assets, or credential

Questions about fee-only advisors in Wellesley

How many fee-only advisors in Wellesley are there?

The Wellspent public graph lists 26 fee-only advisors in Wellesley, at 13 firms. We counted every advisor record that fits, as of October 2026.

What do fee-only advisors in Wellesley focus on?

The most common focus among fee-only advisors in Wellesley is estate planning (6), followed by tax planning (5) and retirement planning (5). Advisors can list more than one.

How do fee-only advisors in Wellesley charge?

The most common fee among fee-only advisors in Wellesley is a percentage of assets, used by 92% of the 26 with fees on file. Many use more than one: 46% charge fixed fees and 23% 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 Wellesley hold the CFP?

35% of the 26 fee-only advisors in Wellesley 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 Wellesley?

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 26 advisors in Wellesley

Fee-only advisors in Wellesley, Massachusetts: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Dinghao Jiang Downtown Wealth Studios Wellesley CFA Percentage of assets, Fixed fees
Elizabeth Pleck Financial Strategies Wellesley CFP Hourly, Percentage of assets
Jane King Fairfield Financial Advisors Wellesley CFP Percentage of assets
Wesley Delcol Guidance Point Advisors Wellesley CFP Percentage of assets
William Reeve Kastel Capital Wellesley CFP, CFA Percentage of assets, Hourly
Aaron Gardiner Gardiner Financial Wellesley Not listed Hourly, Ongoing planning fee
Benjamin Smith Guidance Point Advisors Wellesley CFA Percentage of assets
Matthew Pierce Kastel Capital Wellesley PFS Percentage of assets, Hourly
Meredith Murphy Financial Well-Being Advisors Wellesley CFA Hourly, One-time planning fee
Andrew Walker Guidance Point Advisors Wellesley Not listed Percentage of assets
Caroline Hedges Fairfield Financial Advisors Wellesley Not listed Percentage of assets
Christopher Del Col Guidance Point Advisors Wellesley Not listed Percentage of assets
Drasko Kovrlija Kastel Capital Wellesley Not listed Percentage of assets, Hourly
Marilyn Gentilotti Washington Trust Advisors Wellesley CFP Percentage of assets, Fixed fees
Michael Sheldon Washington Trust Advisors Wellesley CFP, CFA Percentage of assets, Fixed fees
Stephen Doucette Proctor Financial Wellesley CFP Percentage of assets, Fixed fees
Todd Ingwersen Savior Wealth Wellesley CFP Percentage of assets, Performance-based fees
Tony Proctor Proctor Financial Wellesley CFP Percentage of assets, Fixed fees
Gregory Clinton Kraematon Investment Advisors Wellesley CFA Percentage of assets
James Zoldy Washington Trust Advisors Wellesley CFA Percentage of assets, Fixed fees
Myra Tucker Washington Trust Advisors Wellesley CFA Percentage of assets, Fixed fees
David Rourke Strategic Planning Group Wellesley Not listed Percentage of assets, Fixed fees
Jarrod Sherman Strategic Planning Group Wellesley Not listed Percentage of assets, Fixed fees
Jude Kostas Savior Wealth Wellesley Not listed Percentage of assets, Performance-based fees
Sandy Capobianco Savior Wealth Wellesley Not listed Percentage of assets, Performance-based fees
Victor Melfa Factor Investing Group Wellesley Not listed Percentage of assets

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