# Financial advisors for family wealth transfer in Massachusetts > For family wealth transfer in Massachusetts, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Kevin Feig of Walk You To Wealth, Matthew McCreary of Darrow Wealth Management and Grant Joiner of Vineyard Wealth Group. Page: https://find.wellspent.co/specialties/family-wealth-transfer/massachusetts/ 214 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 passing wealth to the next generation in Massachusetts? For family wealth transfer in Massachusetts, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Kevin Feig of Walk You To Wealth, Matthew McCreary of Darrow Wealth Management and Grant Joiner of Vineyard Wealth Group. - [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig/), Walk You To Wealth, Dover. Holds the CFP and CPA. Fees on file: subscription. - [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary/), Darrow Wealth Management, Needham. Holds the CFP. Fees on file: percentage of assets. - [Grant Joiner](https://find.wellspent.co/advisors/grant-joiner/), Vineyard Wealth Group, Vineyard Haven. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet/), Civic Financial, Boston. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Christopher Mikus](https://find.wellspent.co/advisors/christopher-mikus/), Birch Hill Investment Advisors, Boston. Holds the CFP. Fees on file: percentage of assets. - [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah/), Meridian Financial Advisors, LLC, Holliston. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Massachusetts work on family wealth transfer? The Wellspent public graph lists 214 fee-only advisors for family wealth transfer in Massachusetts, at 50 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Massachusetts located? Of the 214 fee-only advisors for family wealth transfer in Massachusetts, 108 are in Boston, followed by 13 in Braintree and 13 in Dedham. ## How do fee-only advisors for family wealth transfer in Massachusetts charge? The most common fee among fee-only advisors for family wealth transfer in Massachusetts is a percentage of assets, used by 97% of the 214 with fees on file. Many use more than one: 77% charge fixed fees and 58% charge by the hour. ## 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Massachusetts, 32% of the 214 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Massachusetts advisors for family wealth transfer compare with the rest of the US? 77% of fee-only advisors for family wealth transfer in Massachusetts charge fixed fees, compared with 62% of the 3,385 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 passing wealth to the next generation in Massachusetts? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - 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 family wealth transfer in Massachusetts? 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 | |---|---|---|---|---| | [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription | | [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees | | [Brendan O'Rourke](https://find.wellspent.co/advisors/brendan-orourke.md) | Greenway Financial Advisors LLC | Burlington, Massachusetts | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Grant Joiner](https://find.wellspent.co/advisors/grant-joiner.md) | Vineyard Wealth Group | Vineyard Haven, Massachusetts | CFP, AAMS, EA | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Greg Peterson](https://find.wellspent.co/advisors/greg-peterson.md) | Adaptive Financial Solutions, Inc. | Cambridge, Massachusetts | BA, CFA, CFP, MA, MBA, PhD | Fixed fees | | [Kristin McKenna](https://find.wellspent.co/advisors/kristin-mckenna.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets | | [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets | | [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee | | [Sheila Lawrence](https://find.wellspent.co/advisors/sheila-lawrence.md) | Ballentine Partners, LLC | Waltham, Massachusetts | CAP, CFP | Percentage of assets, Hourly, Fixed fees | | [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Cote](https://find.wellspent.co/advisors/kyle-cote.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Leann Sullivan](https://find.wellspent.co/advisors/leann-sullivan.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Meehan](https://find.wellspent.co/advisors/michael-meehan.md) | TFC Financial | Boston, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Michelle Wells](https://find.wellspent.co/advisors/michelle-wells.md) | Darrow Wealth Management | Needham, Massachusetts | CFA | Percentage of assets | | [Miguel Rios Amurrio](https://find.wellspent.co/advisors/miguel-rios-amurrio.md) | TQM Wealth Partners | Marblehead, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Rioux](https://find.wellspent.co/advisors/sarah-rioux.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Alexander Weiss](https://find.wellspent.co/advisors/alexander-weiss.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Amy Alpert](https://find.wellspent.co/advisors/amy-alpert.md) | Gray Private Wealth | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Andre Fernandes](https://find.wellspent.co/advisors/andre-fernandes.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Anne Gouthro](https://find.wellspent.co/advisors/anne-gouthro.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Austin Russell](https://find.wellspent.co/advisors/austin-russell.md) | Gray Private Wealth | Canton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Hennessy](https://find.wellspent.co/advisors/brian-hennessy.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Dante Coppola](https://find.wellspent.co/advisors/dante-coppola.md) | Napier Financial | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald Sienkiewicz](https://find.wellspent.co/advisors/donald-sienkiewicz.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees | | [James Scanlan](https://find.wellspent.co/advisors/james-scanlan.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Jeffrey Prunier](https://find.wellspent.co/advisors/jeffrey-prunier.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, 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 | | [Joshua Devereaux](https://find.wellspent.co/advisors/joshua-devereaux.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Katelyn Mahon](https://find.wellspent.co/advisors/katelyn-mahon.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Maclean Barach](https://find.wellspent.co/advisors/maclean-barach.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Matthew Biggar](https://find.wellspent.co/advisors/matthew-biggar.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP, CFA | Percentage of assets, 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 | | [Thomas Grunbeck](https://find.wellspent.co/advisors/thomas-grunbeck.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees | | [William Lefavor](https://find.wellspent.co/advisors/william-lefavor.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Amy Qiu](https://find.wellspent.co/advisors/amy-qiu.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Beck](https://find.wellspent.co/advisors/benjamin-beck.md) | Beck Bode | Dedham, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Brian Boswell](https://find.wellspent.co/advisors/brian-boswell.md) | Newbridge Wealth Management | Malden, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Bryce Schuler](https://find.wellspent.co/advisors/bryce-schuler.md) | Tableaux Wealth | Great Barrington, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Dinghao Jiang](https://find.wellspent.co/advisors/dinghao-jiang.md) | Downtown Wealth Studios | Wellesley, Massachusetts | CFA | Percentage of assets, Fixed fees | | [Jeffrey Vincent](https://find.wellspent.co/advisors/jeffrey-vincent.md) | Vincent Wealth Advisors | Norwell, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Jenna Israni](https://find.wellspent.co/advisors/jenna-israni.md) | TFC Financial | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Jessica Welch](https://find.wellspent.co/advisors/jessica-welch.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [John Levangie](https://find.wellspent.co/advisors/john-levangie.md) | Darrow Wealth Management | Needham, Massachusetts | | Percentage of assets | Showing the first 50 of 214. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/massachusetts/?page=2 ## Related - [Retirement planning in Massachusetts](https://find.wellspent.co/specialties/retirement-planning/massachusetts.md) - [Estate planning in Massachusetts](https://find.wellspent.co/specialties/estate-planning/massachusetts.md) - [Tax planning in Massachusetts](https://find.wellspent.co/specialties/tax-planning/massachusetts.md) - [Founders in Massachusetts](https://find.wellspent.co/specialties/founders-pre-exit/massachusetts.md) - [Small business owners in Massachusetts](https://find.wellspent.co/specialties/small-business-owners/massachusetts.md) - [Retirees in Massachusetts](https://find.wellspent.co/audiences/retirees/massachusetts.md) ## 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).