Financial advisors for equity compensation in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Lauren Overzet Civic Financial, Boston Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Robb Pryor Priority Tax & Financial Planning, Amherst Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Theodore van Gerven Memento Financial Planning, Boston Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Michelle Wells Darrow Wealth Management, Needham Holds the CFA. Fees on file: percentage of assets.
- Eric Roberge Beyond Your Hammock LLC, Boston Holds the CFP. Fees on file: subscription, 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 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.
Plus 22 in other cities.
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.
- CFP43% in Massachusetts
- The CFP covers the full plan the grants have to fit into.
- CFA19% in Massachusetts
- 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.
Dark bars are Massachusetts. Light bars are all US advisors for equity compensation.
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.
All 53 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| T.J. van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Theodore van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. | Beyond Your Hammock LLC | Boston | CFP | Subscription, Flat fee or retainer |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Patricia Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| 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 |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| Juan David Ramon Soto | Alliance Private Wealth | North Reading | CFP | 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 |
| Robert Mestjian | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Jamie Upson | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Joseph Gauvin | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| Alex Kozlowski | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Joseph Somerset | Beantown Financial Advisors | Jefferson | CFA | Percentage of assets, Hourly |
| Joseph Williams | Williams Wealth Management | Hopkinton | Not listed | Percentage of assets, Ongoing planning fee |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Robert Dockendorff | May Hill Capital | Cohasset | CFP | Percentage of assets, Fixed fees |
| Seth Corkin | May Hill Capital | Brookline | CFP, ChFC | Percentage of assets, Fixed fees |
| Alyson Shaw | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Holly Cloutier | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Benjamin House | Stonehearth Capital Management | Danvers | 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 |
| Enrique Perez | Mission Park Capital | Cambridge | Not listed | Ongoing planning fee, One-time planning fee |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| 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 Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
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