Firm
Proctor Financial
Sherborn, Massachusetts
Fee-only
Proctor Financial at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 210 individual clients, 90 of them high net worth.
- Its average account is about $456,000 (assets it manages divided by its 839 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Sherborn, Massachusetts |
|---|---|
| Website | proctorfinancial.com |
| Phone | (781) 235-0405 |
Proctor Financial fees
Proctor Financial 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 · Fixed fees |
|---|---|
| Assets managed | $382 million |
| Individual clients | 120 |
| High-net-worth clients | 90 |
| Accounts managed | 839 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-61596) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 122021 |