Harvard Square Financial Planning

Harvard Square 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.

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

Facts

Harvard Square Financial Planning fees

Harvard Square Financial Planning 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

Advisors at this firm (1)

• Mary Koenig

  CFP