Financial advisors for estate planning in Braintree, Massachusetts

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.

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.

See every fee-only advisor fee in Massachusetts

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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.