Firm
Real World Financial Planning
Chestnut Hill, Massachusetts
Fee-only
Facts
| Based in | Chestnut Hill, Massachusetts |
|---|---|
| Website | realworldfp.com |
| Phone | (917) 685-5121 |
Real World Financial Planning 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 $2,500 |
|---|---|
| Hourly | $375 an hour |
| How it charges | Hourly · One-time plans or projects · Flat fee |
In the firm's words
"$2,500 - $3,500 for single clients depending on the complexity of your situation." source
"These services are charged on an hourly basis of $375/hour ." source
"These services are charged on an hourly basis of $375/hour ." source
"We provide fee-only financial planning and investment advice services on an hourly or project-basis." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 51 |
| Financial planning | Offered |
| Form ADV filed | January 19, 2026 |
| SEC record | CRD 299632 |