# Financial advisors for tax planning in Boston, Massachusetts > For tax planning in Boston, 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 Theodore van Gerven of Memento Financial Planning, Patrick Cote of AssetGrade and Jessica Welch of Choate Wealth. Page: https://find.wellspent.co/specialties/tax-planning/massachusetts/boston/ 31 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 about tax planning in Boston? For tax planning in Boston, 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 Theodore van Gerven of Memento Financial Planning, Patrick Cote of AssetGrade and Jessica Welch of Choate Wealth. - [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven/), Memento Financial Planning, Boston City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote/), AssetGrade, Boston City. Holds the CFP. Fees on file: percentage of assets. - [Jessica Welch](https://find.wellspent.co/advisors/jessica-welch/), Choate Wealth, Boston City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Michael Meehan](https://find.wellspent.co/advisors/michael-meehan/), TFC Financial, Boston City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Rylee Felice](https://find.wellspent.co/advisors/rylee-felice/), White Lighthouse Investment Management, Boston City. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Boston work on tax planning? The Wellspent public graph lists 31 fee-only advisors for tax planning in Boston, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Boston charge? The most common fee among fee-only advisors for tax planning in Boston is a percentage of assets, used by 100% of the 31 with fees on file. Many use more than one: 90% charge by the hour and 90% 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 CFP. In Boston, 39% of the 31 advisors listed hold the CFP. - CFP (39% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Boston advisors for tax planning compare with the rest of the US? 90% of fee-only advisors for tax planning in Boston 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. ## 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 Boston? - 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 Boston? 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 | |---|---|---|---|---| | [T.J. van Gerven](https://find.wellspent.co/advisors/tj-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee | | [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee | | [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, 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 | | [Sarah Rioux](https://find.wellspent.co/advisors/sarah-rioux.md) | TFC Financial | Boston, 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 | | [Amy Qiu](https://find.wellspent.co/advisors/amy-qiu.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jenna Israni](https://find.wellspent.co/advisors/jenna-israni.md) | TFC Financial | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [Jessica Welch](https://find.wellspent.co/advisors/jessica-welch.md) | Choate Wealth | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Burg](https://find.wellspent.co/advisors/scott-burg.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Erin Kerr](https://find.wellspent.co/advisors/erin-kerr.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Frederick Pryor](https://find.wellspent.co/advisors/frederick-pryor.md) | TFC Financial | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Harrison Odaniell](https://find.wellspent.co/advisors/harrison-odaniell.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Kidder](https://find.wellspent.co/advisors/jacob-kidder.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Jessica Grande](https://find.wellspent.co/advisors/jessica-grande.md) | TFC Financial | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Jonathan McGraw Bentley](https://find.wellspent.co/advisors/jonathan-mcgraw-bentley.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Kelsey Sullivan](https://find.wellspent.co/advisors/kelsey-sullivan.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Tamer Alamuddin](https://find.wellspent.co/advisors/tamer-alamuddin.md) | Choate Wealth | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees | | [Rylee Felice](https://find.wellspent.co/advisors/rylee-felice.md) | White Lighthouse Investment Management | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Alison Svizzero](https://find.wellspent.co/advisors/alison-svizzero.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Diana Malcom](https://find.wellspent.co/advisors/diana-malcom.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Graham Johnstone](https://find.wellspent.co/advisors/graham-johnstone.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Hideyoshi Watanabe](https://find.wellspent.co/advisors/hideyoshi-watanabe.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Louis Marchant](https://find.wellspent.co/advisors/louis-marchant.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Mark Perry](https://find.wellspent.co/advisors/mark-perry.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Patrick Collins](https://find.wellspent.co/advisors/patrick-collins.md) | Choate Wealth | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | ## Related - [Family wealth transfer in Boston](https://find.wellspent.co/specialties/family-wealth-transfer/massachusetts/boston.md) - [Founders in Boston](https://find.wellspent.co/specialties/founders-pre-exit/massachusetts/boston.md) - [Retirement planning in Boston](https://find.wellspent.co/specialties/retirement-planning/massachusetts/boston.md) - [Executives in Boston](https://find.wellspent.co/audiences/executives/massachusetts/boston.md) - [Ultra-high-net-worth families in Boston](https://find.wellspent.co/audiences/ultra-high-net-worth/massachusetts/boston.md) - [Estate planning in Boston](https://find.wellspent.co/specialties/estate-planning/massachusetts/boston.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).