# Financial advisors for small business owners in Massachusetts > For small business owners in Massachusetts, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC, Lauren Overzet of Civic Financial and Megan Donnelly of Quabbin Advisors. Page: https://find.wellspent.co/specialties/small-business-owners/massachusetts/ 131 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 as a small business owner in Massachusetts? For small business owners in Massachusetts, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC, Lauren Overzet of Civic Financial and Megan Donnelly of Quabbin Advisors. - [Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea](https://find.wellspent.co/advisors/brandon-jordan-msa-cfp-chfc-cepa-cvga-clu-ea/), Impact Advisors Group LLC, Duxbury. Holds the EA and CFP. Fees on file: percentage of assets, ongoing 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. - [Megan Donnelly](https://find.wellspent.co/advisors/megan-donnelly/), Quabbin Advisors, Amherst. Holds the CFP. Fees on file: one-time planning fee. - [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. - [Ousmane Diagne](https://find.wellspent.co/advisors/ousmane-diagne/), Timbuktu Capital Management, Boston. Holds the CFP. Fees on file: flat fee or retainer. - [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote/), AssetGrade, Boston. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Massachusetts work with small business owners? The Wellspent public graph lists 131 fee-only advisors for small business owners in Massachusetts, at 51 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for small business owners in Massachusetts located? Of the 131 fee-only advisors for small business owners in Massachusetts, 25 are in Boston, followed by 24 in Braintree and 7 in Westwood. ## How do fee-only advisors for small business owners in Massachusetts charge? The most common fee among fee-only advisors for small business owners in Massachusetts is a percentage of assets, used by 92% of the 131 with fees on file. Many use more than one: 73% charge fixed fees and 67% 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 small business owners have? For small business owners, look for the EA and CFP. In Massachusetts, 43% of the 131 advisors listed hold the CFP. - EA (1% of advisors listed): Enrolled agents help with owner pay and business tax. - CFP (43% of advisors listed): The CFP keeps the business in the wider plan. ## How do Massachusetts advisors for small business owners compare with the rest of the US? 73% of fee-only advisors for small business owners in Massachusetts charge fixed fees, compared with 52% of the 2,851 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 should I ask a financial advisor as a small business owner in Massachusetts? - Which retirement plan would you set up for my business, and why? - How would you set my salary against distributions? - How much of my net worth should stay in the business? - How do you plan for an eventual sale or succession? - How will you plan for Massachusetts tax alongside federal tax? ## How current is this list of fee-only advisors for small business owners 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 | |---|---|---|---|---| | [Glenn Brown](https://find.wellspent.co/advisors/glenn-brown.md) | PlanDynamic, LLC | Framingham, Massachusetts | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [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 | | [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Justin Green](https://find.wellspent.co/advisors/justin-green.md) | Assist FP | Marlborough, Massachusetts | CFP, MSFP | One-time planning fee | | [Vincent Renaut](https://find.wellspent.co/advisors/vincent-renaut.md) | Pier 42 Advisors | South Dennis, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea](https://find.wellspent.co/advisors/brandon-jordan-msa-cfp-chfc-cepa-cvga-clu-ea.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee | | [Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab)](https://find.wellspent.co/advisors/chris-steward-cfa-cfp-ricp-ma-cantab.md) | Impact Advisors Group LLC | Duxbury, Massachusetts | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge.md) | Beyond Your Hammock LLC | Boston, Massachusetts | CFP | Subscription, Flat fee or retainer | | [Caden Buckley](https://find.wellspent.co/advisors/caden-buckley.md) | Beacon Financial Planning, Inc. | Hyannis, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee | | [Robb Pryor](https://find.wellspent.co/advisors/robb-pryor.md) | Priority Tax & Financial Planning | Amherst , Massachusetts | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly | | [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Lawson](https://find.wellspent.co/advisors/charles-lawson.md) | Heritage Financial Network | Concord, Massachusetts | CFP | Percentage of assets, Hourly | | [Christopher Gauthier](https://find.wellspent.co/advisors/christopher-gauthier-4861803.md) | Proactive Financial Solutions 360 | North Attleboro, Massachusetts | CFP | Percentage of assets | | [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jared Brock](https://find.wellspent.co/advisors/jared-brock.md) | Brock Hill Wealth Management | Newton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Juan David Ramon Soto](https://find.wellspent.co/advisors/juan-david-ramon-soto.md) | Alliance Private Wealth | North Reading, 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 | | [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Mestjian](https://find.wellspent.co/advisors/robert-mestjian.md) | Alliance Private Wealth | North Reading, 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 | | [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 | | [Anthony Corsino](https://find.wellspent.co/advisors/anthony-corsino.md) | Zen Financial Planning | Andover, Massachusetts | CFP, ChFC | Percentage of assets, One-time planning fee | | [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 | | [Katie Macdonald](https://find.wellspent.co/advisors/katie-macdonald.md) | MacDonald Wealth Management | Mansfield, 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 | | [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote.md) | AssetGrade | Boston, Massachusetts | CFP, CFA | Percentage of assets | | [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 | | [Brian Boswell](https://find.wellspent.co/advisors/brian-boswell.md) | Newbridge Wealth Management | Malden, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian McGivern](https://find.wellspent.co/advisors/brian-mcgivern.md) | Stonestreet Financial | Stoughton, Massachusetts | | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Edmond Griffin](https://find.wellspent.co/advisors/edmond-griffin.md) | Apex Investment Group | Hudson, Massachusetts | CFA | Percentage of assets | Showing the first 50 of 131. The full list, page by page: https://find.wellspent.co/specialties/small-business-owners/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) - [Family wealth transfer in Massachusetts](https://find.wellspent.co/specialties/family-wealth-transfer/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) - [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).