Firm
FinArc Investments
Norwood, Massachusetts
Fee-only
FinArc Investments at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 4 employees and 93 individual clients, 52 of them high net worth.
- Its average account is about $498,000 (assets it manages divided by its 377 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Norwood, Massachusetts |
|---|---|
| Website | finarc.com |
| [email protected] | |
| Phone | (781) 762-8080 |
FinArc Investments fees
FinArc Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $188 million |
| Individual clients | 41 |
| High-net-worth clients | 52 |
| Accounts managed | 377 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-110450) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 166571 |