Firm
Financial Strategies
Wellesley, Massachusetts
Fee-only
Financial Strategies 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 average account is about $1.7 million (assets it manages divided by its 9 accounts).
- Its hourly rate of $150 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 | Wellesley, Massachusetts |
|---|---|
| Website | financialstrategies-ehp.com |
| Phone | (781) 772-1548 |
Financial Strategies 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 | $150 an hour |
|---|---|
| Account minimum | $200,000 |
| How it charges | Hourly · Percentage of assets · One-time plans or projects |
In the firm's words
"I charge an hourly fee of $150 an hour." source
"the minimum account size I manage is $200,000." source
"charges for financial plans (drawing them up, implementations, yearly reviews)" 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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 5 |
| Accounts managed | 9 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 16, 2026 |
| SEC record | CRD 165357 |