Plum Street Advisors
Newton, Massachusetts
Plum Street Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 8 employees and 175 individual clients, 65 of them high net worth.
- Its average account is about $751,000 (assets it manages divided by its 616 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Newton, Massachusetts |
|---|---|
| [email protected] | |
| Phone | (617) 906-6716 |
Questions about Plum Street Advisors
How is Plum Street Advisors paid?
Plum Street Advisors's Form ADV says it is paid by: percentage of assets.
How many advisors does Plum Street Advisors have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Plum Street Advisors, and 3 hold the CFP.
What is the average account at Plum Street Advisors?
Plum Street Advisors's average account is about $751,000. That's the assets on its Form ADV divided by its 616 accounts.
Plum Street Advisors fees
Plum Street 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 |
|---|---|
| Assets managed | $463 million |
| Individual clients | 110 |
| High-net-worth clients | 65 |
| Accounts managed | 616 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-121901) |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 283917 |