# Financial advisors for estate planning in Massachusetts > For estate planning in Massachusetts, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Kevin Feig of Walk You To Wealth, Steven Stanganelli of Clear View Wealth Advisors, LLC and Dana Levit of Paragon Financial Advisors. Page: https://find.wellspent.co/specialties/estate-planning/massachusetts/ 244 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 estate planning in Massachusetts? For estate planning in Massachusetts, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Kevin Feig of Walk You To Wealth, Steven Stanganelli of Clear View Wealth Advisors, LLC and Dana Levit of Paragon Financial Advisors. - [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig/), Walk You To Wealth, Dover. Holds the CFP and CPA. Fees on file: subscription. - [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli/), Clear View Wealth Advisors, LLC, Amesbury. Holds the CFP and AEP. Fees on file: percentage of assets, flat fee or retainer. - [Dana Levit](https://find.wellspent.co/advisors/dana-levit/), Paragon Financial Advisors, Newton. Holds the CFP. Fees on file: hourly, ongoing planning fee. - [Patricia Welsh](https://find.wellspent.co/advisors/patricia-welsh/), Fox Hill Wealth Management, Dedham. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Debra Neiman](https://find.wellspent.co/advisors/debra-neiman/), Neiman & Associates Financial Services, Watertown. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Ashley Rittershaus](https://find.wellspent.co/advisors/ashley-rittershaus/), Curious Crow Financial Planning, Revere. Holds the CFP. Fees on file: one-time planning fee. ## How many fee-only financial advisors in Massachusetts work on estate planning? The Wellspent public graph lists 244 fee-only advisors for estate planning in Massachusetts, at 94 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Massachusetts located? Of the 244 fee-only advisors for estate planning in Massachusetts, 34 are in Braintree, followed by 28 in Boston and 22 in Dedham. ## How do fee-only advisors for estate planning in Massachusetts charge? The most common fee among fee-only advisors for estate planning in Massachusetts is a percentage of assets, used by 90% of the 244 with fees on file. Many use more than one: 64% charge fixed fees and 60% 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 estate planning have? For estate planning, look for the CFP. In Massachusetts, 38% of the 244 advisors listed hold the CFP. - CFP (38% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Massachusetts advisors for estate planning compare with the rest of the US? 60% of fee-only advisors for estate planning in Massachusetts charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Massachusetts have an estate tax? Yes. Massachusetts has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor about estate planning in Massachusetts? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - How would you plan for Massachusetts's estate tax as well as the federal one? ## How current is this list of fee-only advisors for estate planning 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 | |---|---|---|---|---| | [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription | | [Ashley Rittershaus](https://find.wellspent.co/advisors/ashley-rittershaus.md) | Curious Crow Financial Planning | Revere, Massachusetts | CFP | One-time planning fee | | [Glenn Brown](https://find.wellspent.co/advisors/glenn-brown.md) | PlanDynamic, LLC | Framingham, Massachusetts | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [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 | | [Christopher Lazzaro](https://find.wellspent.co/advisors/christopher-lazzaro.md) | Plan For It Financial, LLC | Salem, Massachusetts | ChFC, RICP | One-time planning fee, Subscription, Hourly | | [Jay Abolofia](https://find.wellspent.co/advisors/jay-abolofia.md) | Lyon Financial Planning, LLC | Waltham, Massachusetts | CFP, PhD | Flat fee or retainer, Hourly, One-time planning fee | | [Stephanie Loeffel](https://find.wellspent.co/advisors/stephanie-loeffel.md) | Ascend Financial LLC | Scituate, 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 | | [John Spoto](https://find.wellspent.co/advisors/john-spoto.md) | Sentry Financial Planning, LLC | Andover, Massachusetts | CFP, MBA | Percentage of assets, One-time planning fee | | [Justin Green](https://find.wellspent.co/advisors/justin-green.md) | Assist FP | Marlborough, Massachusetts | CFP, MSFP | One-time planning fee | | [Quentara Costa](https://find.wellspent.co/advisors/quentara-costa.md) | Powwow, LLC | North Andover, Massachusetts | CFP, MSFP | Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Vincent Renaut](https://find.wellspent.co/advisors/vincent-renaut.md) | Pier 42 Advisors | South Dennis, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brendan O'Rourke](https://find.wellspent.co/advisors/brendan-orourke.md) | Greenway Financial Advisors LLC | Burlington, Massachusetts | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Grant Joiner](https://find.wellspent.co/advisors/grant-joiner.md) | Vineyard Wealth Group | Vineyard Haven, Massachusetts | CFP, AAMS, EA | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Greg Peterson](https://find.wellspent.co/advisors/greg-peterson.md) | Adaptive Financial Solutions, Inc. | Cambridge, Massachusetts | BA, CFA, CFP, MA, MBA, PhD | Fixed fees | | [Misty Lynch](https://find.wellspent.co/advisors/misty-lynch.md) | Sound View Financial Advisors, LLC | Newton Center, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Fisher](https://find.wellspent.co/advisors/thomas-fisher.md) | Fisher Financial Strategies | Cambridge, Massachusetts | CFP | Hourly, One-time planning fee | | [Caden Buckley](https://find.wellspent.co/advisors/caden-buckley.md) | Beacon Financial Planning, Inc. | Hyannis, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Dan Pinheiro](https://find.wellspent.co/advisors/dan-pinheiro.md) | South Coast Planning & Wealth Management LLC | Fall River, Massachusetts | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees | | [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 | | [John Konetzny](https://find.wellspent.co/advisors/john-konetzny.md) | The Practical Planner | Groton, Massachusetts | CFP | Ongoing planning fee | | [Maureen Demers](https://find.wellspent.co/advisors/maureen-demers.md) | Demers Financial Planning | North Andover, Massachusetts | CFP | Percentage of assets, One-time planning fee, Ongoing 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 | | [Scott Swartz](https://find.wellspent.co/advisors/scott-swartz.md) | AndersonLane Associates | Needham, Massachusetts | CFP | Percentage of assets | | [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Lawson](https://find.wellspent.co/advisors/charles-lawson.md) | Heritage Financial Network | Concord, Massachusetts | CFP | Percentage of assets, Hourly | | [Christopher Gauthier](https://find.wellspent.co/advisors/christopher-gauthier-4861803.md) | Proactive Financial Solutions 360 | North Attleboro, Massachusetts | CFP | Percentage of assets | | [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jared Brock](https://find.wellspent.co/advisors/jared-brock.md) | Brock Hill Wealth Management | Newton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Kyle Cote](https://find.wellspent.co/advisors/kyle-cote.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Leann Sullivan](https://find.wellspent.co/advisors/leann-sullivan.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Meehan](https://find.wellspent.co/advisors/michael-meehan.md) | TFC Financial | Boston, Massachusetts | CFP, PFS | 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 | | [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, 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 | | [Sarah Rioux](https://find.wellspent.co/advisors/sarah-rioux.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Alexander Weiss](https://find.wellspent.co/advisors/alexander-weiss.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Amy Alpert](https://find.wellspent.co/advisors/amy-alpert.md) | Gray Private Wealth | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Andre Fernandes](https://find.wellspent.co/advisors/andre-fernandes.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Anne Gouthro](https://find.wellspent.co/advisors/anne-gouthro.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Austin Russell](https://find.wellspent.co/advisors/austin-russell.md) | Gray Private Wealth | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 244. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/massachusetts/?page=2 ## Related - [Retirement planning in Massachusetts](https://find.wellspent.co/specialties/retirement-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) - [Retirees in Massachusetts](https://find.wellspent.co/audiences/retirees/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).