Firm
Meeting House Capital
Concord, Massachusetts
Fee-only
Facts
| Based in | Concord, Massachusetts |
|---|---|
| Website | meetinghousecapital.com |
| [email protected] | |
| Phone | (978) 245-6811 |
Meeting House Capital 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.00% First $1,000,000" source
"Our revenues come exclusively from advisory fees that are calculated as a percentage of clients’ assets" 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 · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 310435 |