| Jethro Kollie | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Joseph Hosler | Auour Investments | Woburn | CFA | Percentage of assets |
| Kevin Pizzotti | LTG Capital | Framingham | Not listed | Percentage of assets |
| Mark Zembo | Elevage Partners | Longmeadow | Not listed | Percentage of assets, Hourly |
| Matthew Pierce | Kastel Capital | Wellesley | PFS | Percentage of assets, Hourly |
| Michael Brown | Fox Hill Wealth Management | Dedham | Not listed | Percentage of assets, One-time planning fee |
| Michelle Contois | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Richard Colman | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Robert Napolitano | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Thierry Hasse | Elevage Partners | Springfield | Not listed | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Anke Parpart | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Casey Phinney | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| David Carnevale | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Garrett Burgess | Cote Financial Management | Wenham | Not listed | Percentage of assets, Hourly |
| Gary Martinelli | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Grady Kozak | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Jim Gibbons | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Joseph Polidoro | Tableaux Wealth | Great Barrington | Not listed | Percentage of assets, Hourly |
| Kate Chilson | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Katherine Kiezulas | Sechrest & Bloom | Acton | Not listed | Fixed fees |
| Keith Whitt | Maritime Wealth Advisors | Hanover | Not listed | Percentage of assets, Hourly |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mary Gilligan | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Matthew Babson | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Michael Thomas | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Furcinito | Florek Financial | Duxbury | Not listed | Percentage of assets, Hourly |
| Raymond Morris | High Pines Wealth Management | Duxbury | Not listed | Percentage of assets |
| Robert Murphy | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Samuel Plotkin | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| Thomas Shepherd | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| Drasko Kovrlija | Kastel Capital | Wellesley | Not listed | Percentage of assets, Hourly |
| Jacob Wharton | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Joseph Bourque | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Kenneth Doerr | Auour Investments | Woburn | Not listed | Percentage of assets |
| Mark Naylor | Auour Investments | Woburn | Not listed | Percentage of assets |
| Robert Kuftinec | Auour Investments | Woburn | Not listed | Percentage of assets |
| Sangam Dahal | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Peichi Lo | Rhee + Company | Natick | Not listed | Percentage of assets, Hourly |