Firm
Bounty Management
Boston, Massachusetts
Fee-only
Bounty Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 41 individual clients, 26 of them high net worth.
- Its average account is about $905,000 (assets it manages divided by its 99 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | bountymanagement.com |
| Phone | (617) 357-8285 |
Bounty Management fees
Bounty Management 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 |
|---|---|
| Assets managed | $90 million |
| Individual clients | 15 |
| High-net-worth clients | 26 |
| Accounts managed | 99 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-7288) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 105732 |