Fee-Only Financial Planning

Fee-Only 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 and 21 individual clients, 10 of them high net worth.
• Its average account is about $1.9 million (assets it manages divided by its 33 accounts).

Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts

Facts

Fee-Only Financial Planning fees

Fee-Only Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, percentage of assets. 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

Advisors at this firm (1)

• David Martula

  CFP