Firm
Atwater Wealth Management
Boston, Massachusetts
Fee-only
Atwater Wealth Management 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 CFP.
- Its Form ADV reports 3 employees and 98 individual clients, 62 of them high net worth.
- Its average account is about $771,000 (assets it manages divided by its 322 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | atwaterwealth.com |
| Phone | (617) 723-1439 |
Atwater Wealth Management 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 | 0.45% to 1% a year |
|---|---|
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"Our fees range from 0.45% – 1% of assets under management" source
"Our fees range from 0.45% – 1% of assets under management" source
"Minimum investment level for new clients is typically $2,000,000.00." source
"Our fees range from 0.45% – 1% of assets under management" 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 | $248 million |
| Individual clients | 36 |
| High-net-worth clients | 62 |
| Accounts managed | 322 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-113808) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 172749 |