| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Shane Kelly | Mayport | Newton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Debra Neiman | Neiman & Associates Financial Services | Watertown | CFP | Percentage of assets, One-time planning fee |
| Donald Sienkiewicz | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Eva Howland | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Jamie Upson | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Jeffrey Prunier | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| John Wanvig | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Jonathan Lachowitz | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Joseph Gauvin | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katie Macdonald | MacDonald Wealth Management | Mansfield | CFP | Percentage of assets, Hourly |
| Matthew Simmons | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Roberta Tondo | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Thomas Grunbeck | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Adam Grossman | Mayport | Newton | CFA | Flat fee or retainer, Ongoing planning fee |
| Adam Wojtkowski | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Barnet Goverman | Goverman Financial Solutions | Dedham | CFP | Percentage of assets, Hourly |
| Benjamin Beck | Beck Bode | Dedham | CFP | Percentage of assets, Fixed fees |
| Brett Goverman | Goverman Financial Solutions | Dedham | CFP | Percentage of assets, Hourly |
| Brian Bond | Leverage Financial Advisory | Wilmington | CFP | Percentage of assets, Ongoing planning fee |
| Brian Boswell | Newbridge Wealth Management | Malden | CFP | Percentage of assets, Hourly |
| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Dana Levit | Paragon Financial Advisors | Newton | CFP | Hourly, Ongoing planning fee |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
| Edward Toole | Toole Financial | Longmeadow | CFP | Hourly, One-time planning fee |
| Jeffrey Vincent | Vincent Wealth Advisors | Norwell | CFP | Percentage of assets, Fixed fees |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| Lucy Valandra | Copper Beech Wealth Management | Mansfield | CFP | Percentage of assets, Flat fee or retainer |
| Michael Kozak | BlueDoor Private Wealth | Beverly | CFP | Percentage of assets, Hourly |
| Michelle Fallon | Aequitas Investment Advisors | Hingham | CFP | Percentage of assets, Hourly |
| Oleg Litvinenko | Meeting House Capital | Concord | CFA | Percentage of assets |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Stephen Cote | Cote Financial Management | Wenham | CFP | Percentage of assets, Hourly |
| Alex Kozlowski | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Cameron Rahbar | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Christina Larson | Larson Financial Planning | Winchester | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| Daniel Friel | JSK Capital Advisors | Waltham | CFA | Percentage of assets, Hourly |
| David Juliano | Stonehearth Capital Management | Danvers | ChFC | Percentage of assets, Hourly |
| Dustin Latham | Alternative Capitalis | Wrentham | CFA | Percentage of assets, Hourly |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |