Firm
DJG Financial Services
East Weymouth, Massachusetts
Fee-only
DJG Financial Services at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 194 individual clients, 27 of them high net worth.
- Its average account is about $304,000 (assets it manages divided by its 313 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | East Weymouth, Massachusetts |
|---|---|
| Website | djgfinancial.com |
| Phone | (781) 331-8811 |
DJG Financial Services fees
DJG Financial Services 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
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $95 million |
| Individual clients | 167 |
| High-net-worth clients | 27 |
| Accounts managed | 313 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 146437 |