# Financial advisors for equity compensation in Massachusetts > For equity compensation in Massachusetts, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Lauren Overzet of Civic Financial, Robb Pryor of Priority Tax & Financial Planning and Theodore van Gerven of Memento Financial Planning. Page: https://find.wellspent.co/specialties/equity-compensation/massachusetts/ 53 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in Massachusetts? For equity compensation in Massachusetts, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Lauren Overzet of Civic Financial, Robb Pryor of Priority Tax & Financial Planning and Theodore van Gerven of Memento Financial Planning. - [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet/), Civic Financial, Boston. Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee. - [Robb Pryor](https://find.wellspent.co/advisors/robb-pryor/), Priority Tax & Financial Planning, Amherst . Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven/), Memento Financial Planning, Boston. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Michelle Wells](https://find.wellspent.co/advisors/michelle-wells/), Darrow Wealth Management, Needham. Holds the CFA. Fees on file: percentage of assets. - [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge/), Beyond Your Hammock LLC, Boston. Holds the CFP. Fees on file: subscription, flat fee or retainer. - [Rana Choubah](https://find.wellspent.co/advisors/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 equity compensation? The Wellspent public graph lists 53 fee-only advisors for equity compensation in Massachusetts, at 25 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for equity compensation in Massachusetts located? Of the 53 fee-only advisors for equity compensation in Massachusetts, 11 are in Braintree, followed by 5 in Boston and 5 in Needham. ## How do fee-only advisors for equity compensation in Massachusetts charge? The most common fee among fee-only advisors for equity compensation in Massachusetts is a percentage of assets, used by 89% of the 53 with fees on file. Many use more than one: 64% charge by the hour and 58% 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 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 equity compensation have? For equity compensation, look for the CFP and CFA. In Massachusetts, 43% of the 53 advisors listed hold the CFP. - CFP (43% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (19% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Massachusetts advisors for equity compensation compare with the rest of the US? 64% of fee-only advisors for equity compensation in Massachusetts charge by the hour, compared with 39% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Massachusetts? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Massachusetts can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in Massachusetts? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How will you plan for Massachusetts tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi.md) | Wealthmind Financial Planning LLC | Cambridge, Massachusetts | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Mike Morton](https://find.wellspent.co/advisors/mike-morton.md) | Morton Financial Advice | Harvard, Massachusetts | CFP, ChFC, RLP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [T.J. van Gerven](https://find.wellspent.co/advisors/tj-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee | | [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee | | [Clandine Schrock](https://find.wellspent.co/advisors/clandine-schrock.md) | Montis Financial | Waltham, Massachusetts | CFP, CPWA | Percentage of assets, Hourly, Fixed fees | | [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge.md) | Beyond Your Hammock LLC | Boston, Massachusetts | CFP | Subscription, Flat fee or retainer | | [Kristin McKenna](https://find.wellspent.co/advisors/kristin-mckenna.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets | | [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets | | [Beth Lundberg](https://find.wellspent.co/advisors/beth-lundberg.md) | Hawthorne Wellman Financial Planning | Tyngsboro, Massachusetts | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Jeremy Bohne](https://find.wellspent.co/advisors/jeremy-bohne.md) | Paceline Wealth Management | Medfield, Massachusetts | CFP | Percentage of assets, Ongoing planning fee | | [John Konetzny](https://find.wellspent.co/advisors/john-konetzny.md) | The Practical Planner | Groton, Massachusetts | CFP | Ongoing planning fee | | [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee | | [Patricia Konetzny](https://find.wellspent.co/advisors/patricia-konetzny.md) | The Practical Planner | Groton, Massachusetts | CFP | Ongoing planning fee | | [Robb Pryor](https://find.wellspent.co/advisors/robb-pryor.md) | Priority Tax & Financial Planning | Amherst , Massachusetts | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly | | [John Russell](https://find.wellspent.co/advisors/john-russell.md) | Peak Asset Management | Needham, Massachusetts | CFA | Percentage of assets | | [Juan David Ramon Soto](https://find.wellspent.co/advisors/juan-david-ramon-soto.md) | Alliance Private Wealth | North Reading, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Michelle Wells](https://find.wellspent.co/advisors/michelle-wells.md) | Darrow Wealth Management | Needham, Massachusetts | CFA | Percentage of assets | | [Miguel Rios Amurrio](https://find.wellspent.co/advisors/miguel-rios-amurrio.md) | TQM Wealth Partners | Marblehead, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Mestjian](https://find.wellspent.co/advisors/robert-mestjian.md) | Alliance Private Wealth | North Reading, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jamie Upson](https://find.wellspent.co/advisors/jamie-upson.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Dougherty](https://find.wellspent.co/advisors/jennifer-dougherty.md) | BroadWealth LLC. | Winchester, Massachusetts | CFA | Percentage of assets, Hourly, One-time planning fee | | [Joseph Gauvin](https://find.wellspent.co/advisors/joseph-gauvin.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Dinghao Jiang](https://find.wellspent.co/advisors/dinghao-jiang.md) | Downtown Wealth Studios | Wellesley, Massachusetts | CFA | Percentage of assets, Fixed fees | | [John Levangie](https://find.wellspent.co/advisors/john-levangie.md) | Darrow Wealth Management | Needham, Massachusetts | | Percentage of assets | | [Alex Kozlowski](https://find.wellspent.co/advisors/alex-kozlowski.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Gauthier](https://find.wellspent.co/advisors/christopher-gauthier.md) | Stonehearth Capital Management | Danvers, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [David Juliano](https://find.wellspent.co/advisors/david-juliano.md) | Stonehearth Capital Management | Danvers, Massachusetts | ChFC | 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 | | [Joseph Somerset](https://find.wellspent.co/advisors/joseph-somerset.md) | Beantown Financial Advisors | Jefferson, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams.md) | Williams Wealth Management | Hopkinton, Massachusetts | | Percentage of assets, Ongoing planning fee | | [Michael Vazza](https://find.wellspent.co/advisors/michael-vazza.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Dockendorff](https://find.wellspent.co/advisors/robert-dockendorff.md) | May Hill Capital | Cohasset, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Seth Corkin](https://find.wellspent.co/advisors/seth-corkin.md) | May Hill Capital | Brookline, Massachusetts | CFP, ChFC | Percentage of assets, Fixed fees | | [Alyson Shaw](https://find.wellspent.co/advisors/alyson-shaw.md) | Alliance Private Wealth | North Reading, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Holly Cloutier](https://find.wellspent.co/advisors/holly-cloutier.md) | Alliance Private Wealth | North Reading, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jane Johnson](https://find.wellspent.co/advisors/jane-johnson.md) | Alliance Private Wealth | North Reading, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Kathleen Cefalu](https://find.wellspent.co/advisors/kathleen-cefalu.md) | Downtown Wealth Studios | Ipswich, Massachusetts | | Percentage of assets, Fixed fees | | [Marcel Quiroga](https://find.wellspent.co/advisors/marcel-quiroga.md) | TQM Wealth Partners | Marblehead, 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 | | [Benjamin House](https://find.wellspent.co/advisors/benjamin-house.md) | Stonehearth Capital Management | Danvers, 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 | | [Enrique Perez](https://find.wellspent.co/advisors/enrique-perez.md) | Mission Park Capital | Cambridge, Massachusetts | | Ongoing planning fee, One-time planning fee, Hourly | | [Erik Cooper](https://find.wellspent.co/advisors/erik-cooper.md) | Arcvest, LLC | Boston, Massachusetts | | Percentage of assets | | [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 Gillis](https://find.wellspent.co/advisors/peter-gillis.md) | Pallas Capital Advisors | Oak Bluffs, Massachusetts | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 53. The full list, page by page: https://find.wellspent.co/specialties/equity-compensation/massachusetts/?page=2 ## Related - [Retirement planning in Massachusetts](https://find.wellspent.co/specialties/retirement-planning/massachusetts.md) - [Estate planning in Massachusetts](https://find.wellspent.co/specialties/estate-planning/massachusetts.md) - [Family wealth transfer in Massachusetts](https://find.wellspent.co/specialties/family-wealth-transfer/massachusetts.md) - [Tax planning in Massachusetts](https://find.wellspent.co/specialties/tax-planning/massachusetts.md) - [Founders in Massachusetts](https://find.wellspent.co/specialties/founders-pre-exit/massachusetts.md) - [Small business owners in Massachusetts](https://find.wellspent.co/specialties/small-business-owners/massachusetts.md) ## 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).