Firm
Five Corners Financial Services
Easton, Massachusetts
Fee-only
Five Corners Financial Services 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 CFP.
- Its Form ADV reports 3 employees and 290 individual clients, 95 of them high net worth.
- Its average account is about $389,000 (assets it manages divided by its 750 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Easton, Massachusetts |
|---|---|
| Website | 5cornersfinancial.com |
| [email protected] | |
| Phone | (508) 297-2033 |
Five Corners Financial Services fees
Five Corners Financial Services 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 · Fixed fees |
|---|---|
| Assets managed | $292 million |
| Individual clients | 195 |
| High-net-worth clients | 95 |
| Accounts managed | 750 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-134388) |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 338120 |