Financial advisors for tax planning in Massachusetts
Which financial advisor should I talk to about tax planning in Massachusetts?
For tax planning in Massachusetts, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Grant Joiner of Vineyard Wealth Group, Brendan O'Rourke of Greenway Financial Advisors LLC and Anthony Salotto of Delphinus Financial Advisors, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Grant Joiner Vineyard Wealth Group, Vineyard Haven Holds the EA and CFP. Fees on file: percentage of assets, one-time planning fee.
- Brendan O'Rourke Greenway Financial Advisors LLC, Burlington Holds the EA and CFP. Fees on file: percentage of assets, hourly.
- Anthony Salotto Delphinus Financial Advisors, LLC, Mansfield Holds the EA and CFP. Fees on file: fixed fees.
- Susan Moore Moore Financial Advisors, Ltd., Watertown Holds the CFP. Fees on file: hourly, ongoing planning fee.
- John Kochevar Kochevar Financial Planning, LLC, Grafton Holds the CFP. Fees on file: ongoing planning fee.
- Maureen Demers Demers Financial Planning, North Andover Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
How many fee-only financial advisors in Massachusetts work on tax planning?
The Wellspent public graph lists 198 fee-only advisors for tax planning in Massachusetts, at 89 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Massachusetts located?
Of the 198 fee-only advisors for tax planning in Massachusetts, 31 are in Boston, followed by 11 in Braintree and 9 in Dedham.
Plus 134 in other cities.
How do fee-only advisors for tax planning in Massachusetts charge?
The most common fee among fee-only advisors for tax planning in Massachusetts is a percentage of assets, used by 84% of the 198 with fees on file. Many use more than one: 60% charge by the hour and 55% 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.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA and CFP. In Massachusetts, 47% of the 198 advisors listed hold the CFP.
- EA2% in Massachusetts
- Enrolled agents are licensed by the IRS and focus on tax.
- CFP47% in Massachusetts
- The CFP connects tax decisions to the rest of the plan.
How do Massachusetts advisors for tax planning compare with the rest of the US?
60% of fee-only advisors for tax planning in Massachusetts charge by the hour, compared with 41% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Massachusetts. Light bars are all US advisors for tax planning.
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 about tax planning in Massachusetts?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Massachusetts tax alongside federal tax?
How current is this list of fee-only advisors for tax planning 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.
All 198 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ashley Rittershaus Flat-fee, six-month planning for people who want to retire early, work less or change course while caring for their future selves. | Curious Crow Financial Planning | Revere | CFP | One-time planning fee |
| Glenn Brown | PlanDynamic, LLC | Framingham | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee |
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Jay Abolofia | Lyon Financial Planning, LLC | Waltham | CFP, PhD | Flat fee or retainer, Hourly |
| Stephanie Loeffel | Ascend Financial LLC | Scituate | CFP | Percentage of assets, Ongoing planning fee |
| T.J. van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Theodore van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| John Spoto | Sentry Financial Planning, LLC | Andover | CFP, MBA | Percentage of assets, One-time planning fee |
| Justin Green | Assist FP | Marlborough | CFP, MSFP | One-time planning fee |
| Quentara Costa | Powwow, LLC | North Andover | CFP, MSFP | Hourly, Ongoing planning fee |
| Vincent Renaut | Pier 42 Advisors | South Dennis | CFP | Percentage of assets, Hourly |
| Brendan O'Rourke | Greenway Financial Advisors LLC | Burlington | CFP, EA | Percentage of assets, Hourly |
| Grant Joiner | Vineyard Wealth Group | Vineyard Haven | CFP, AAMS, EA | Percentage of assets, One-time planning fee |
| Greg Peterson | Adaptive Financial Solutions, Inc. | Cambridge | BA, CFA, CFP, MA | Fixed fees |
| Misty Lynch | Sound View Financial Advisors, LLC | Newton Center | CFP | Percentage of assets, Hourly |
| Thomas Fisher | Fisher Financial Strategies | Cambridge | CFP | Hourly, One-time planning fee |
| Kelsey Brennan | Perennial Advisors Group, LLC | Westford | CFP | Ongoing planning fee |
| Liam Timmons | Timmons Wealth Management | Attleboro | CFP, CIMA, MBA | Percentage of assets |
| Susan Moore | Moore Financial Advisors, Ltd. | Watertown | CFP, MS | Hourly, Ongoing planning fee |
| Anthony Salotto | Delphinus Financial Advisors, LLC | Mansfield | BS, CFP, EA, MS | Fixed fees |
| John Kochevar | Kochevar Financial Planning, LLC | Grafton | CFP | Ongoing planning fee |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Maureen Demers | Demers Financial Planning | North Andover | CFP | Percentage of assets, One-time planning fee |
| Patricia Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Charles Lawson | Heritage Financial Network | Concord | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Proactive Financial Solutions 360 | North Attleboro | CFP | Percentage of assets |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
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