Firm
Client Priority Financial Advisors
Plymouth, Massachusetts
Fee-only
Client Priority Financial Advisors 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 103 individual clients, 89 of them high net worth.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Plymouth, Massachusetts |
|---|---|
| Website | clientpriority.com |
| Phone | (617) 980-9880 |
Client Priority Financial Advisors fees
Client Priority Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 | Hourly |
|---|---|
| Individual clients | 14 |
| High-net-worth clients | 89 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 170741 |