Firm
Powwow, LLC
North Andover, Massachusetts
Fee-only
Powwow, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients, 3 of them high net worth.
- Its average account is about $864,000 (assets it manages divided by its 7 accounts).
- Its ongoing planning fee starts at $2,880 a year, below the Massachusetts median of $5,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | North Andover, Massachusetts |
|---|---|
| Website | powwowllc.com |
| Phone | (202) 601-0217 |
Powwow, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,880 a year |
|---|---|
| One-time plan | From $3,600 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"Membership plans start at $240/month" source
"Upfront plans have 10-hour minimum starting at $3,600." source
"Households investing under $250k are billed 1.0%/year." source
"Powwow bills hourly for project and membership engagements." 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 · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 4 |
| High-net-worth clients | 3 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 284571 |