Financial advisors for founders in Boston, Massachusetts

Which financial advisor should I talk to as a founder in Boston?

For founders in Boston, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Patrick Cote of AssetGrade, Lauren Overzet of Civic Financial and T.J. van Gerven of Memento Financial Planning.

How many fee-only financial advisors in Boston work with founders?

The Wellspent public graph lists 59 fee-only advisors for founders in Boston, at 10 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for founders in Boston charge?

The most common fee among fee-only advisors for founders in Boston is a percentage of assets, used by 98% of the 59 with fees on file. Many use more than one: 88% charge by the hour and 88% 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 founders have?

For founders, look for the CFP and CFA. In Boston, 32% of the 59 advisors listed hold the CFP.

Does Massachusetts tax income on top of federal tax?

Yes. Massachusetts has a state income tax, so a financial plan for a Massachusetts resident should project it alongside federal tax.

What happens to stock pay if you move to or from Massachusetts?

States often tax stock pay based on where you worked between grant and vesting, so a move to or from Massachusetts can split that income across states. Tell any advisor about moves during a vesting period.

What should I ask a financial advisor as a founder in Boston?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for Massachusetts tax alongside federal tax?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for founders 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.