Firm
Assist FP
Marlborough, Massachusetts
Fee-only
Assist FP at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $37,000 (assets it manages divided by its 21 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Marlborough, Massachusetts |
|---|---|
| Website | assistfp.com |
| [email protected] | |
| Phone | (508) 202-1106 |
Assist FP fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Financial Plan ## $2,500" 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 | $1 million |
| Individual clients | 8 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 312108 |