Financial advisors for estate planning in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Kevin Feig Walk You To Wealth, Dover Holds the CFP and CPA. Fees on file: subscription.
- 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 Paragon Financial Advisors, Newton Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Patricia Welsh Fox Hill Wealth Management, Dedham Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Debra Neiman Neiman & Associates Financial Services, Watertown Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- 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.
Plus 146 in other cities.
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.
- CFP38% in Massachusetts
- 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.
Dark bars are Massachusetts. Light bars are all US advisors for estate planning.
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.
All 244 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Ashley Rittershaus Flat-fee, six-month planning for people who want to retire early, work less or change course while caring for their future selves. | Curious Crow Financial Planning | Revere | CFP | One-time planning fee |
| Glenn Brown | PlanDynamic, LLC | Framingham | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee |
| 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 |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Jay Abolofia | Lyon Financial Planning, LLC | Waltham | CFP, PhD | Flat fee or retainer, Hourly |
| Stephanie Loeffel | Ascend Financial LLC | Scituate | CFP | Percentage of assets, Ongoing planning fee |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| John Spoto | Sentry Financial Planning, LLC | Andover | CFP, MBA | Percentage of assets, One-time planning fee |
| Justin Green | Assist FP | Marlborough | CFP, MSFP | One-time planning fee |
| Quentara Costa | Powwow, LLC | North Andover | CFP, MSFP | Hourly, Ongoing planning fee |
| Vincent Renaut | Pier 42 Advisors | South Dennis | CFP | Percentage of assets, Hourly |
| Brendan O'Rourke | Greenway Financial Advisors LLC | Burlington | CFP, EA | Percentage of assets, Hourly |
| Grant Joiner | Vineyard Wealth Group | Vineyard Haven | CFP, AAMS, EA | Percentage of assets, One-time planning fee |
| Greg Peterson | Adaptive Financial Solutions, Inc. | Cambridge | BA, CFA, CFP, MA | Fixed fees |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| Thomas Fisher | Fisher Financial Strategies | Cambridge | CFP | Hourly, One-time planning fee |
| Caden Buckley | Beacon Financial Planning, Inc. | Hyannis | CFP | Percentage of assets, Fixed fees |
| Dan Pinheiro | South Coast Planning & Wealth Management LLC | Fall River | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| 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 |
| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Maureen Demers | Demers Financial Planning | North Andover | 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 |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Charles Lawson | Heritage Financial Network | Concord | 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 |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| Juan David Ramon Soto | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| 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 |
| Robert Mestjian | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Amy Alpert | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Anne Gouthro | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Austin Russell | Gray Private Wealth | Canton | CFP | Percentage of assets, Hourly |
Want a shorter list for estate planning?
Tell us what you need and we'll narrow Massachusetts's 244 advisors to the few who fit.
Get matched in 2 minutes