Firm
Hawthorne Wellman Financial Planning
Tyngsboro, Massachusetts
Fee-only
Facts
| Based in | Tyngsboro, Massachusetts |
|---|---|
| Website | hawthornewellman.com |
| Phone | (617) 758-8151 |
Hawthorne Wellman Financial Planning 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.
| One-time plan | From $3,000 |
|---|---|
| Hourly | $250 an hour |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Our Hourly Fee is $250." source
"Pricing for financial planning projects starts at $3,000" source
"Pricing for financial planning projects starts at $3,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 4 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 318685 |