Mayflower Advisors

Mayflower Advisors at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 8 advisors are listed here; 3 of 8 hold the CFP.
• Its Form ADV reports 33 employees and 926 individual clients, 333 of them high net worth.
• Its average account is about $2.0 million (assets it manages divided by its 2,924 accounts).

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

Facts

Mayflower Advisors fees

Mayflower Advisors 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 (8)

• Allison Crate

  CFP

• Christopher McSherry

• David Manukjan

  CFP

• Jared Manville

• Jonathan Taylor

• Joseph Kendall

• Maurice Patterson

• Philip Purpura

  CFP