Firm
Boston Family Office
Boston, Massachusetts
Fee-only
Boston Family Office at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 8 advisors are listed here; 4 of 8 hold the CFA.
- Its Form ADV reports 17 employees and 332 individual clients, 245 of them high net worth.
- Its average account is about $2.5 million (assets it manages divided by its 816 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | thebostonfamilyoffice.com |
| Phone | (617) 624-0800 |
Boston Family Office fees
Boston Family Office 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 | $2.0 billion |
| Individual clients | 87 |
| High-net-worth clients | 245 |
| Accounts managed | 816 |
| Employees | 17 |
| Planning clients | 0 |
| Registered with | The SEC (801-52883) |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 107141 |