Firm
CVW Financial
Plymouth, Massachusetts
Fee-only
CVW Financial at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 35 individual clients, 3 of them high net worth.
- Its average account is about $199,000 (assets it manages divided by its 49 accounts).
- Its hourly rate of $100 is below the Massachusetts median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Plymouth, Massachusetts |
|---|---|
| Website | cvwfinancial.com |
| Phone | (857) 540-9323 |
CVW Financial 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.
| Hourly | $100 an hour |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"Hourly cost of $100." source
"is charged 1.25% annually, but on a monthly basis" source
"Meetings with me on at least a semi-annual basis, but often more." 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 | $10 million |
| Individual clients | 32 |
| High-net-worth clients | 3 |
| Accounts managed | 49 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 317756 |