Firm
Gardiner Financial
Wellesley, Massachusetts
Fee-only
Facts
| Based in | Wellesley, Massachusetts |
|---|---|
| Website | gardinerfinancial.com |
| Phone | (781) 591-0580 |
Gardiner Financial fees
Gardiner Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, ongoing planning fee. 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 | $14 million |
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | February 14, 2026 |
| SEC record | CRD 286192 |