Firm
Alternative Capitalis
Wrentham, Massachusetts
Fee-only
Alternative Capitalis at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 3 employees and 97 individual clients, 33 of them high net worth.
- Its average account is about $467,000 (assets it manages divided by its 231 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Wrentham, Massachusetts |
|---|---|
| Website | altcapitalis.com |
| [email protected] |
Alternative Capitalis fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Hourly · Flat fee |
In the firm's words
"No commissions, no investment minimums, no sales pitch." source
"See Item 5.A "Asset-Based Fees for Pension Consulting,"" source
"See Hourly Fees under Item 5.A "Financial Planning Fees,"" source
"See Fixed Fees under Item 5.A "Financial Planning Fees,"" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $108 million |
| Individual clients | 64 |
| High-net-worth clients | 33 |
| Accounts managed | 231 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 12, 2026 |
| SEC record | CRD 282775 |