Financial advisors for divorce in Massachusetts
Which financial advisor should I talk to about divorce in Massachusetts?
For divorce in Massachusetts, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include Matthew McCreary of Darrow Wealth Management, Elise Stevenson of Clearvue Advisors and Debbie Levenson of Levenson Wealth LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Matthew McCreary Darrow Wealth Management, Needham Holds the CFP. Fees on file: percentage of assets.
- Elise Stevenson Clearvue Advisors, Milton Holds the CFP. Fees on file: percentage of assets.
- Debbie Levenson Levenson Wealth LLC, Newtonville Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Kelsey Brennan Perennial Advisors Group, LLC, Westford Holds the CFP. Fees on file: ongoing planning fee.
- Robb Pryor Priority Tax & Financial Planning, Amherst Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Rana Choubah Meridian Financial Advisors, LLC, Holliston Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Massachusetts work on divorce?
The Wellspent public graph lists 43 fee-only advisors for divorce in Massachusetts, at 17 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for divorce in Massachusetts located?
Of the 43 fee-only advisors for divorce in Massachusetts, 16 are in Boston, followed by 7 in Westwood and 5 in Needham.
Plus 11 in other cities.
How do fee-only advisors for divorce in Massachusetts charge?
The most common fee among fee-only advisors for divorce in Massachusetts is a percentage of assets, used by 95% of the 43 with fees on file. Many use more than one: 60% charge fixed fees and 47% 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 much does a one-time financial plan cost in Massachusetts?
A one-time financial plan from a fee-only firm in Massachusetts has a median price of $3,000. We found this across the published prices of 27 Massachusetts firms.
What credentials should a financial advisor for divorce have?
For divorce, look for the CFP. In Massachusetts, 60% of the 43 advisors listed hold the CFP.
- CFP60% in Massachusetts
- The CFP covers the plan you'll live on afterward.
How do Massachusetts advisors for divorce compare with the rest of the US?
60% of fee-only advisors for divorce in Massachusetts hold the CFP, compared with 48% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Massachusetts. Light bars are all US advisors for divorce.
How does Massachusetts divide property in a divorce?
Massachusetts divides marital property by equitable distribution, which means what's fair rather than automatically half.
What should I ask a financial advisor about divorce in Massachusetts?
- How many divorces have you worked on, and at what stage do you get involved?
- Will you compare settlement options after tax?
- How do you handle dividing retirement accounts?
- Do you work with my attorney, or only with me?
- How do Massachusetts's property rules change what I should ask for?
How current is this list of fee-only advisors for divorce in Massachusetts?
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
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| Annie McQuilken | Forever Financial Advisors, LLC | Worcester | CFP, CFT-I, MS | Percentage of assets, Hourly |
| Debbie Levenson | Levenson Wealth LLC | Newtonville | CFP, MBA | One-time planning fee, Ongoing planning fee |
| Elise Stevenson | Clearvue Advisors | Milton | CFP, MBA | Percentage of assets |
| Kelsey Brennan | Perennial Advisors Group, LLC | Westford | CFP | Ongoing planning fee |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Proactive Financial Solutions 360 | North Attleboro | CFP | Percentage of assets |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| 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 |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |
| William Lefavor | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| Michael Sly | Strategic Financial Alliance | Canton | CFP | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| James Fonzi | Breakwater Capital Group | Stoneham | CFA | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Vannak Sao | Proactive Financial Solutions 360 | North Attleboro | Not listed | Percentage of assets |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Jeffrey McHale | Wealth Effects | Pembroke | Not listed | Percentage of assets |
| Warner Wayne | Wealth Effects | Boston | Not listed | Percentage of assets |
| William Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
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