# Financial advisors for estate planning in Braintree, Massachusetts > For estate planning in Braintree, 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 Dante Coppola of Napier Financial, Matthew Simmons of Peddock Capital Advisors and Jeremy David of Little House Capital. Page: https://find.wellspent.co/specialties/estate-planning/massachusetts/braintree/ 34 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 Braintree? For estate planning in Braintree, 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 Dante Coppola of Napier Financial, Matthew Simmons of Peddock Capital Advisors and Jeremy David of Little House Capital. - [Dante Coppola](https://find.wellspent.co/advisors/dante-coppola/), Napier Financial, Braintree City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Matthew Simmons](https://find.wellspent.co/advisors/matthew-simmons-6704411/), Peddock Capital Advisors, Braintree City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Jeremy David](https://find.wellspent.co/advisors/jeremy-david/), Little House Capital, Braintree City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Jessica Frigon](https://find.wellspent.co/advisors/jessica-frigon/), Pallas Capital Advisors, Braintree City. Fees on file: percentage of assets, hourly. - [Kate Chilson](https://find.wellspent.co/advisors/kate-chilson/), MG Financial, Braintree City. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Braintree work on estate planning? The Wellspent public graph lists 34 fee-only advisors for estate planning in Braintree, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Braintree charge? The most common fee among fee-only advisors for estate planning in Braintree is a percentage of assets, used by 100% of the 34 with fees on file. Many use more than one: 100% charge by the hour and 91% 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 Braintree, 29% of the 34 advisors listed hold the CFP. - CFP (29% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Braintree advisors for estate planning compare with the rest of the US? 100% of fee-only advisors for estate planning in Braintree 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 Braintree? - 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 Braintree? 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 | |---|---|---|---|---| | [Alexander Weiss](https://find.wellspent.co/advisors/alexander-weiss.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Anne Gouthro](https://find.wellspent.co/advisors/anne-gouthro.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Dante Coppola](https://find.wellspent.co/advisors/dante-coppola.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [John Desimone](https://find.wellspent.co/advisors/john-desimone.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [John Napolitano](https://find.wellspent.co/advisors/john-napolitano.md) | Napier Financial | Braintree, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Katelyn Mahon](https://find.wellspent.co/advisors/katelyn-mahon.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Hodges](https://find.wellspent.co/advisors/matthew-hodges.md) | Napier Financial | Braintree, Massachusetts | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Simmons](https://find.wellspent.co/advisors/matthew-simmons-6704411.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Fletcher](https://find.wellspent.co/advisors/thomas-fletcher.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Alex Kozlowski](https://find.wellspent.co/advisors/alex-kozlowski.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Emily Richard](https://find.wellspent.co/advisors/emily-richard.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Ian Browning](https://find.wellspent.co/advisors/ian-browning.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Vazza](https://find.wellspent.co/advisors/michael-vazza.md) | Pallas Capital Advisors | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jeremy David](https://find.wellspent.co/advisors/jeremy-david.md) | Little House Capital | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Dani](https://find.wellspent.co/advisors/adam-dani.md) | Napier Financial | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Andrew Krout](https://find.wellspent.co/advisors/andrew-krout.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Camden Newton](https://find.wellspent.co/advisors/camden-newton.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Charles Evangelakos](https://find.wellspent.co/advisors/charles-evangelakos.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Gregory Boyle](https://find.wellspent.co/advisors/gregory-boyle.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jackson Roberts](https://find.wellspent.co/advisors/jackson-roberts.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jessica Frigon](https://find.wellspent.co/advisors/jessica-frigon.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Peter Simmons](https://find.wellspent.co/advisors/peter-simmons.md) | Peddock Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Richard Mullen](https://find.wellspent.co/advisors/richard-mullen.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Robert Napolitano](https://find.wellspent.co/advisors/robert-napolitano.md) | Napier Financial | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Todd Vandam](https://find.wellspent.co/advisors/todd-vandam.md) | Pallas Capital Advisors | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [David Mullen](https://find.wellspent.co/advisors/david-mullen.md) | Little House Capital | Braintree, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Kate Chilson](https://find.wellspent.co/advisors/kate-chilson.md) | MG Financial | Braintree, Massachusetts | | Percentage of assets, Hourly | | [Mary Gilligan](https://find.wellspent.co/advisors/mary-gilligan.md) | MG Financial | Braintree, Massachusetts | | Percentage of assets, Hourly | | [Michael Thomas](https://find.wellspent.co/advisors/michael-thomas.md) | MG Financial | Braintree, Massachusetts | | Percentage of assets, Hourly | | [James Moise](https://find.wellspent.co/advisors/james-moise.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Luke Pata](https://find.wellspent.co/advisors/luke-pata.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Lynn Kelly](https://find.wellspent.co/advisors/lynn-kelly.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Richard Feely](https://find.wellspent.co/advisors/richard-feely.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Robert Stimson](https://find.wellspent.co/advisors/robert-stimson.md) | Little House Capital | Braintree, Massachusetts | | Percentage of assets, Hourly, Fixed fees | ## 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).