Firm
Leverage Financial Advisory
Wilmington, Massachusetts
Fee-only
Leverage Financial Advisory 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 46 individual clients, 5 of them high net worth.
- Its average account is about $108,000 (assets it manages divided by its 160 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Massachusetts median of $5,000.
- Its hourly rate of $300 is in line with the Massachusetts median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Wilmington, Massachusetts |
|---|---|
| Website | leverageadvisory.com |
| [email protected] | |
| Phone | (617) 356-1852 |
Leverage Financial Advisory 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.
| Ongoing planning | From $1,200 a year |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · Flat fee · One-time plans or projects |
In the firm's words
"Individual Households: $1,200 per year ($300 per quarter)" source
"These fees are $300 on an hourly basis" source
"Less Than $1 Million = 1.00%" source
"Standard advisory fees range between 0.50% and 1.00% of Assets Under Management" 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 41 |
| High-net-worth clients | 5 |
| Accounts managed | 160 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 299507 |