Firm
BroadWealth LLC.
Winchester, Massachusetts
Fee-only
Facts
| Based in | Winchester, Massachusetts |
|---|---|
| Website | broadwealthllc.com |
| [email protected] | |
| Phone | (617) 549-1990 |
BroadWealth LLC. fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $30,000 a year |
|---|---|
| Asset-based fee | 1.2% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"BroadWealth has a minimum fee of $30,000 annually, billed quarterly" source
"Up to $2 million 1.20%" source
"The scope and cost of our consulting services are defined in writing prior to the engagement" source
"Occasionally, BroadWealth may provide financial consulting services on a stand-alone basis" 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 | $114 million |
| Individual clients | 8 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 304356 |