| Herbert Montgomery | The Montgomery Financial Group | Orleans | CFP | Hourly |
| Jarod Bloom | Sechrest & Bloom | Acton | CFP | Fixed fees |
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Lee Generous | Generous Wealth Management | Marshfield | CFP, ChFC | Percentage of assets, Hourly |
| Megan Donnelly | Quabbin Advisors | Amherst | CFP, ChFC | One-time planning fee |
| Michael Kozak | BlueDoor Private Wealth | Beverly | CFP | Percentage of assets, Hourly |
| Michael Sly | Strategic Financial Alliance | Canton | CFP | Percentage of assets, Hourly |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Alex Kozlowski | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Linda Gillespie | Real World Financial Planning | Chestnut Hill | Not listed | Hourly, One-time planning fee |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Nicole Heavern | Riverview Capital Advisers | Boston | CFP | Percentage of assets, Hourly |
| Alyson Shaw | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Holly Cloutier | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Holly Colvin | Helm Financial Planning | West Newbury | CFP, CFA | Percentage of assets, Hourly |
| Howard Holmes | Holmes Investment Management | Brockton | CFA | Percentage of assets, Fixed fees |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| John Malone | Apex Investment Group | Dedham | Not listed | Percentage of assets |
| Jon Duane | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Joseph Bakaysa | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Joseph Charles | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Kevin McCutcheon | BlueDoor Private Wealth | Beverly | CFA | Percentage of assets, Hourly |
| Michael Stern | Arlington Investment Advisors | Arlington | Not listed | Percentage of assets, One-time planning fee |
| Ousmane Diagne | Timbuktu Capital Management | Boston | CFP, CFA | Flat fee or retainer |
| Patrick Kearney | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Pedro Silva | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Vannak Sao | Proactive Financial Solutions 360 | North Attleboro | Not listed | Percentage of assets |
| Adam Dani | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Ariel Acuna | LTG Capital | Framingham | Not listed | Percentage of assets |
| Brian Sawyer | Larchmont Wealth Advisors | Lunenburg | Not listed | Hourly |
| Camden Newton | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Charles Evangelakos | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Kevin Pizzotti | LTG Capital | Framingham | Not listed | Percentage of assets |
| Lowell Thomas | South Shore Capital Advisors | Boston | CFA | Percentage of assets, Fixed fees |
| Mark Zembo | Elevage Partners | Longmeadow | Not listed | Percentage of assets, Hourly |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Richard Mullen | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |