| Ariel Acuna | LTG Capital | Framingham | Not listed | Percentage of assets |
| Benjamin House | Stonehearth Capital Management | Danvers | Not listed | Percentage of assets, Hourly |
| Camden Newton | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Chad Onufrechuk | Cascade Wealth Planning | Belmont | 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 |
| Eric Benz | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Ian McConnell | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| James Ek | PCM Encore | Woburn | Not listed | Percentage of assets, Fixed fees |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jethro Kollie | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Joseph Hosler | Auour Investments | Woburn | CFA | Percentage of assets |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Kevin Pizzotti | LTG Capital | Framingham | Not listed | Percentage of assets |
| Mark Zembo | Elevage Partners | Longmeadow | Not listed | Percentage of assets, Hourly |
| Matthew Pierce | Kastel Capital | Wellesley | PFS | Percentage of assets, Hourly |
| Michael Brown | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Michelle Contois | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Richard Colman | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Richard Mullen | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Napolitano | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Thierry Hasse | Elevage Partners | Springfield | Not listed | Percentage of assets, Hourly |
| Timothy Walt | CVW Financial | Plymouth | Not listed | Percentage of assets, Hourly |
| Todd Vandam | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Wendy Weiss | Weiss Financial Advisors | Cambridge | Not listed | Percentage of assets, Flat fee or retainer |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Akhil Shah | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Amir Alamir | Holmes Investment Management | Brockton | Not listed | Percentage of assets, Fixed fees |
| Andrew Martone | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Angel Costanza | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Anke Parpart | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Anthony Mitrano | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Brian Wickett | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Christie Markham | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| David Mullen | Little House Capital | Braintree | CFA | Percentage of assets, Hourly |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Ellen Ginsberg | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Erik Beck | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |