| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Dante Coppola | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| David Manteau | Colman Knight | Acton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Debra Neiman | Neiman & Associates Financial Services | Watertown | CFP | Percentage of assets, One-time planning fee |
| Eva Howland | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Jamie Upson | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| John Napolitano | Napier Financial | Braintree | CFP, PFS | Percentage of assets, Hourly |
| John Wanvig | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Jonathan Lachowitz | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Joseph Gauvin | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katie Macdonald | MacDonald Wealth Management | Mansfield | CFP | Percentage of assets, Hourly |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Marc Berman | Colman Knight | Acton | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Hodges | Napier Financial | Braintree | CFP, CFA | Percentage of assets, Hourly |
| Matthew Simmons | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Patricia Welsh | Fox Hill Wealth Management | Dedham | CFP | Percentage of assets, One-time planning fee |
| Roberta Tondo | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Thomas Fletcher | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| William Lefavor | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| William Ryan | Fox Hill Wealth Management | Dedham | CFP | Percentage of assets, One-time planning fee |
| Amy Qiu | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Barnet Goverman | Goverman Financial Solutions | Dedham | CFP | Percentage of assets, Hourly |
| Benjamin Beck | Beck Bode | Dedham | CFP | Percentage of assets, Fixed fees |
| Brett Goverman | Goverman Financial Solutions | Dedham | CFP | Percentage of assets, Hourly |
| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Bryce Schuler | Tableaux Wealth | Great Barrington | CFP | Percentage of assets, Hourly |
| Dana Levit | Paragon Financial Advisors | Newton | CFP | Hourly, Ongoing planning fee |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
| Jarod Bloom | Sechrest & Bloom | Acton | CFP | Fixed fees |
| Jeffrey Vincent | Vincent Wealth Advisors | Norwell | CFP | Percentage of assets, Fixed fees |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jessica Welch | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| Lee Generous | Generous Wealth Management | Marshfield | CFP, ChFC | Percentage of assets, Hourly |
| Luke Delorme | Tableaux Wealth | Great Barrington | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Chester | Tableaux Wealth | Great Barrington | CFP | Percentage of assets, Hourly |
| Robert Florek | Florek Financial | Duxbury | CFP | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Stephen Cote | Cote Financial Management | Wenham | CFP | Percentage of assets, Hourly |
| 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 |