Firm
Colman Knight
Acton, Massachusetts
Fee-only
Colman Knight at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 8 employees and 122 individual clients, 51 of them high net worth.
- Its average account is about $426,000 (assets it manages divided by its 441 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Acton, Massachusetts |
|---|---|
| Website | colmanknight.com |
| Phone | (978) 371-2015 |
Colman Knight 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.
| Account minimum | None |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"We do not require minimum assets to manage." source
"our financial planning services are offered for a fixed annual transparent fee, not by commission or hidden investment fees" source
"After our initial engagement, clients transition to our Evolution phase and retainers are pro-rated to align with a calendar year." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $188 million |
| Individual clients | 71 |
| High-net-worth clients | 51 |
| Accounts managed | 441 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-61940) |
| Financial planning | Offered |
| Form ADV filed | June 12, 2026 |
| SEC record | CRD 119696 |