BeingFit Financial, LLC
Walpole, Massachusetts
BeingFit Financial, 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 1 employee and 27 individual clients.
- Its average account is about $163,000 (assets it manages divided by its 69 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Walpole, Massachusetts |
|---|
Questions about BeingFit Financial, LLC
How much does BeingFit Financial, LLC charge?
BeingFit Financial, LLC publishes these prices: one-time plan: from $4,000; asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
Does BeingFit Financial, LLC have an account minimum?
No. BeingFit Financial, LLC says it has no account minimum. We found this on its website, checked November 7, 2026.
How is BeingFit Financial, LLC paid?
BeingFit Financial, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does BeingFit Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at BeingFit Financial, LLC.
What is the average account at BeingFit Financial, LLC?
BeingFit Financial, LLC's average account is about $163,000. That's the assets on its Form ADV divided by its 69 accounts.
What does BeingFit Financial, LLC specialize in?
BeingFit Financial, LLC's advisors and website list equity compensation, tax planning, retirement planning and international & expat planning.
BeingFit Financial, LLC 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.
| One-time plan | From $4,000 |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"Project Financial Plan (~$4000-$5500)" source
"tiered fee schedule which starts out at .75%" source
"Do I need to have a minimum amount to invest with BeingFIT Financial? No." source
"One flat fee for fully integrated financial planning, investing, and tax strategy" 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 | $11 million |
| Individual clients | 27 |
| Accounts managed | 69 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 306830 |
Advisors at this firm (1)
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