Financial advisors for tax planning in Boston, Massachusetts

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.

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.

See every fee-only advisor fee in Massachusetts

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.