Firm
AndersonLane Associates
Needham, Massachusetts
Fee-only
Facts
| Based in | Needham, Massachusetts |
|---|---|
| Website | andersonlanewm.com |
| Phone | (617) 517-4824 |
AndersonLane Associates 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.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 0.85%" source
"Clear and understandable single fee for investment management and financial planning services." 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 · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 27 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 301225 |