Firm
Larchmont Wealth Advisors
Lunenburg, Massachusetts
Fee-only
Facts
| Based in | Lunenburg, Massachusetts |
|---|---|
| Website | larchmontwealthadvisors.com |
| Phone | (978) 505-6044 |
Larchmont Wealth Advisors 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.
| Hourly | $175 an hour |
|---|---|
| How it charges | Hourly |
In the firm's words
"Our financial planning services are billed hourly at a rate of $175 per hour." source
"Our financial planning services are billed hourly at a rate of $175 per hour." 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 |
|---|---|
| Assets managed | $4 million |
| Individual clients | 21 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 175223 |