Firm
Obran Capital Advisors
Boston, Massachusetts
Fee-only
Obran Capital Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 28 individual clients.
- Its average account is about $561,000 (assets it manages divided by its 55 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|
Obran Capital Advisors fees
Obran Capital 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 28 |
| Accounts managed | 55 |
| Employees | 4 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 17, 2026 |
| SEC record | CRD 325454 |