Dorothy J. Cole
Lexington, Massachusetts
Fee-only
Dorothy J. Cole 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 5 employees and 53 individual clients, 34 of them high net worth.
- Its average account is about $560,000 (assets it manages divided by its 165 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Lexington, Massachusetts |
|---|---|
| [email protected] | |
| Phone | (800) 352-6530 |
Questions about Dorothy J. Cole
How is Dorothy J. Cole paid?
Dorothy J. Cole's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Dorothy J. Cole have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Dorothy J. Cole.
What is the average account at Dorothy J. Cole?
Dorothy J. Cole's average account is about $560,000. That's the assets on its Form ADV divided by its 165 accounts.
Dorothy J. Cole fees
Dorothy J. Cole 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 |
|---|---|
| Assets managed | $92 million |
| Individual clients | 19 |
| High-net-worth clients | 34 |
| Accounts managed | 165 |
| Employees | 5 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 116607 |