Firm
Mayport
Newton, Massachusetts
Fee-only
Mayport at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 152 individual clients, 112 of them high net worth.
- Its average account is about $919,000 (assets it manages divided by its 756 accounts).
- Its ongoing planning fee starts at $15,450 a year, above the Massachusetts median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Newton, Massachusetts |
|---|---|
| Website | mayport.com |
| Phone | (617) 545-5700 |
Mayport 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 $15,450 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"High-net-worth (investment assets up to $15 million): $15,450 per year" source
"Unlike most investment firms, Mayport does not believe in traditional percentage-of-assets fees. Instead, we work with clients on a flat-fee basis" source
"High-net-worth (investment assets up to $15 million): $15,450 per year" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $695 million |
| Individual clients | 40 |
| High-net-worth clients | 112 |
| Accounts managed | 756 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-119353) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 288215 |