Firm
Just Wealth
Pittsfield, Massachusetts
Fee-only
Just Wealth 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 30 individual clients, 7 of them high net worth.
- Its average account is about $411,000 (assets it manages divided by its 67 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Pittsfield, Massachusetts |
|---|---|
| Website | justwealthplanning.com |
| Phone | (617) 804-1032 |
Just Wealth fees
Just Wealth 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 |
|---|---|
| Assets managed | $28 million |
| Individual clients | 23 |
| High-net-worth clients | 7 |
| Accounts managed | 67 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 324593 |