Firm
Fabco Investment Advisors
Newton Upper Falls, Massachusetts
Fee-only
Fabco Investment Advisors 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 184 individual clients, 35 of them high net worth.
- Its average account is about $311,000 (assets it manages divided by its 351 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Newton Upper Falls, Massachusetts |
|---|---|
| Phone | (617) 916-1644 |
Fabco Investment Advisors fees
Fabco Investment Advisors 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 |
|---|---|
| Assets managed | $109 million |
| Individual clients | 149 |
| High-net-worth clients | 35 |
| Accounts managed | 351 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-71493) |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 153020 |