Firm
3D Advisor Group
Hopkinton, Massachusetts
Fee-only
3D Advisor Group at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 102 individual clients, 41 of them high net worth.
- Its average account is about $684,000 (assets it manages divided by its 284 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Hopkinton, Massachusetts |
|---|---|
| Website | 3dadvisorgroup.com |
| Phone | (508) 808-1423 |
3D Advisor Group fees
3D Advisor Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $194 million |
| Individual clients | 61 |
| High-net-worth clients | 41 |
| Accounts managed | 284 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-136280) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 342109 |