Firm
Quabbin Advisors
Amherst, Massachusetts
Fee-only
Quabbin Advisors 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 47 individual clients, 36 of them high net worth.
- Its average account is about $520,000 (assets it manages divided by its 211 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Amherst, Massachusetts |
|---|---|
| Website | quabbinadvisors.com |
| Phone | (413) 313-5037 |
Quabbin Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $750 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"many plans fall in the range of $750 - $1,200 for very basic plans with a narrow focus to $3,000" source
"many plans fall in the range of $750 - $1,200 for very basic plans with a narrow focus to $3,000" 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 · Fixed fees |
|---|---|
| Assets managed | $110 million |
| Individual clients | 11 |
| High-net-worth clients | 36 |
| Accounts managed | 211 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-136203) |
| Financial planning | Offered |
| Form ADV filed | June 4, 2026 |
| SEC record | CRD 160019 |