Curious Crow Financial Planning
Revere, Massachusetts
Curious Crow Financial Planning 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.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Revere, Massachusetts |
|---|---|
| Website | curiouscrowfinancial.com |
| [email protected] | |
| Phone | (774) 994-1095 |
Questions about Curious Crow Financial Planning
How much does Curious Crow Financial Planning charge?
Curious Crow Financial Planning publishes these prices: one-time plan: from $5,000. We found this on its website, checked October 28, 2026.
How is Curious Crow Financial Planning paid?
Curious Crow Financial Planning's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Curious Crow Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Curious Crow Financial Planning.
What does Curious Crow Financial Planning specialize in?
Curious Crow Financial Planning's advisors and website list retirement planning, tax planning, flat-fee planning and estate & legacy planning.
Is Curious Crow Financial Planning accepting new clients?
Yes, according to Curious Crow Financial Planning's website, checked October 28, 2026.
Does Curious Crow Financial Planning work with clients virtually?
Yes. Curious Crow Financial Planning's website says it works with clients virtually.
Curious Crow Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| How it charges | Flat fee · One-time plans or projects · Hourly |
In the firm's words
"for a flat fee of $5,000" source
"New clients begin with our 6-month comprehensive financial planning engagement, for a flat fee of $5,000" source
"based on the projected time to complete and our hourly rate" 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 |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 7, 2026 |
| SEC record | CRD 327495 |
Advisors at this firm (1)
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- Darrow Wealth Management · Needham
- Delphinus Financial Advisors, LLC · Mansfield
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- Diversified Financial Management · Norwell