Pinney & Scofield

Pinney & Scofield at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 3 advisors are listed here; all hold the CFP.
• Its Form ADV reports 4 employees and 295 individual clients, 221 of them high net worth.
• Its average account is about $684,000 (assets it manages divided by its 1,256 accounts).

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

Facts

Pinney & Scofield fees

Pinney & Scofield 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 (3)

• John R. Goddard

  CFP

• Mary Evans

  CFP

• Richard Seeley

  CFP