Charles River Wealth Management

Charles River Wealth Management 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 103 individual clients, 51 of them high net worth.
• Its average account is about $322,000 (assets it manages divided by its 343 accounts).

Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts

Facts

Charles River Wealth Management fees

Charles River Wealth 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

Advisors at this firm (1)

• Kenan Nacar

  CFP