Balanced Rock Investment Advisors
Roslindale,, Massachusetts
Balanced Rock Investment Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 210 individual clients, 80 of them high net worth.
- Its average account is about $232,000 (assets it manages divided by its 834 accounts).
- Its ongoing planning fee starts at $2,550 a year, below the Massachusetts median of $5,000.
- Its hourly rate of $250 is below the Massachusetts median of $300.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Roslindale,, Massachusetts |
|---|---|
| [email protected] | |
| Phone | (617) 971-8323 |
Questions about Balanced Rock Investment Advisors
How much does Balanced Rock Investment Advisors charge?
Balanced Rock Investment Advisors publishes these prices: ongoing planning: from $2,550 a year; hourly: $250 an hour; asset-based fee: 0.85% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
How is Balanced Rock Investment Advisors paid?
Balanced Rock Investment Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Balanced Rock Investment Advisors have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Balanced Rock Investment Advisors, and 2 hold the CFP.
What is the average account at Balanced Rock Investment Advisors?
Balanced Rock Investment Advisors's average account is about $232,000. That's the assets on its Form ADV divided by its 834 accounts.
What does Balanced Rock Investment Advisors specialize in?
Balanced Rock Investment Advisors's advisors and website list sustainable & impact investing.
Balanced Rock Investment Advisors fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,550 a year |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 0.85% a year on the first tier of assets |
| How it charges | Hourly · Percentage of assets · Ongoing planning fee |
In the firm's words
"# $250 per hour" source
"# 0.85% of AUM Per Year up to $2M" source
"Includes unlimited financial planning with $2,550 minimum annual fee." source
"Includes comprehensive financial plan. Minimum engagement is 5 hours." 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 | $193 million |
| Individual clients | 130 |
| High-net-worth clients | 80 |
| Accounts managed | 834 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-128479) |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 157424 |
Advisors at this firm (5)
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