Firm
Queenvest
Beverly, Massachusetts
Fee-only
Queenvest at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 34 individual clients.
- Its average account is about $135,000 (assets it manages divided by its 78 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Beverly, Massachusetts |
|---|---|
| Website | queenvestllc.com |
| Phone | (617) 913-7346 |
Queenvest fees
Queenvest 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 34 |
| Accounts managed | 78 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 8, 2026 |
| SEC record | CRD 296891 |