Financial advisors for estate planning in Boston, Massachusetts
Which financial advisor should I talk to about estate planning in Boston?
For estate planning in Boston, 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 Sarah Rioux of TFC Financial, Amy Qiu of Choate Wealth and Rylee Felice of White Lighthouse Investment Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Sarah Rioux TFC Financial, Boston City Holds the CFP. Fees on file: percentage of assets, hourly.
- Amy Qiu Choate Wealth, Boston City Holds the CFP. Fees on file: percentage of assets, hourly.
- Rylee Felice White Lighthouse Investment Management, Boston City Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Boston work on estate planning?
The Wellspent public graph lists 28 fee-only advisors for estate planning in Boston, at 3 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for estate planning in Boston charge?
The most common fee among fee-only advisors for estate planning in Boston is a percentage of assets, used by 100% of the 28 with fees on file. Many use more than one: 100% charge by the hour and 100% 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 estate planning have?
For estate planning, look for the CFP. In Boston, 32% of the 28 advisors listed hold the CFP.
- CFP32% in Boston
- The CFP includes estate planning and keeps it tied to the whole plan.
How do Boston advisors for estate planning compare with the rest of the US?
100% of fee-only advisors for estate planning in Boston 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 Boston. 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 Boston?
- 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 Boston?
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 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jane Barney | TFC Financial | Boston | 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 |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Amy Qiu | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jessica Welch | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
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