Firm
Bon Investments
Acton, Massachusetts
Fee-only
Bon Investments at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 56 individual clients, 31 of them high net worth.
- Its average account is about $820,000 (assets it manages divided by its 92 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Acton, Massachusetts |
|---|---|
| Website | boninvestments.com |
| Phone | (978) 621-2859 |
Bon Investments fees
Bon Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $75 million |
| Individual clients | 25 |
| High-net-worth clients | 31 |
| Accounts managed | 92 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 128420 |