Financial advisors for family wealth transfer in Boston, Massachusetts

Which financial advisor should I talk to about passing wealth to the next generation in Boston?

For family wealth transfer in Boston, 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 Lauren Overzet of Civic Financial, Christopher Mikus of Birch Hill Investment Advisors and Wendy Karkoska of TwinFocus.

How many fee-only financial advisors in Boston work on family wealth transfer?

The Wellspent public graph lists 108 fee-only advisors for family wealth transfer in Boston, at 14 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for family wealth transfer in Boston charge?

The most common fee among fee-only advisors for family wealth transfer in Boston is a percentage of assets, used by 100% of the 108 with fees on file. Many use more than one: 81% charge fixed fees and 79% 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.

See every fee-only advisor fee in Massachusetts

What credentials should a financial advisor for family wealth transfer have?

For family wealth transfer, look for the CFP. In Boston, 22% of the 108 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 passing wealth to the next generation in Boston?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
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 family wealth transfer 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.