Ballentine Partners, LLC
Waltham, Massachusetts
Ballentine Partners, LLC 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 125 employees and 342 individual clients, 342 of them high net worth.
- Its average account is about $2.1 million (assets it manages divided by its 7,401 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Waltham, Massachusetts |
|---|---|
| Website | ballentinepartners.com |
| [email protected] | |
| Phone | (781) 314-1300 |
Questions about Ballentine Partners, LLC
How is Ballentine Partners, LLC paid?
Ballentine Partners, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Ballentine Partners, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Ballentine Partners, LLC.
What is the average account at Ballentine Partners, LLC?
Ballentine Partners, LLC's average account is about $2.1 million. That's the assets on its Form ADV divided by its 7,401 accounts.
Ballentine Partners, LLC fees
Ballentine Partners, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $15.3 billion |
| High-net-worth clients | 342 |
| Accounts managed | 7,401 |
| Employees | 125 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-71062) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 152802 |