Rising Tides Financial, LLC 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 1 employee and 26 individual clients, 15 of them high net worth.
- Its average account is about $2.2 million (assets it manages divided by its 27 accounts).
- Its ongoing planning fee starts at $24,000 a year, above the Massachusetts median of $5,000.
- Its website says it's taking new clients.
- 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 | Needham, Massachusetts |
|---|---|
| Website | risingtidesfinancial.com |
| [email protected] | |
| Phone | (617) 733-4969 |
Questions about Rising Tides Financial, LLC
How much does Rising Tides Financial, LLC charge?
Rising Tides Financial, LLC publishes these prices: ongoing planning: from $24,000 a year. We found this on its website, checked October 28, 2026.
How is Rising Tides Financial, LLC paid?
Rising Tides Financial, LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Rising Tides Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Rising Tides Financial, LLC, and 2 hold the CFP.
What is the average account at Rising Tides Financial, LLC?
Rising Tides Financial, LLC's average account is about $2.2 million. That's the assets on its Form ADV divided by its 27 accounts.
What does Rising Tides Financial, LLC specialize in?
Rising Tides Financial, LLC's advisors and website list retirement planning.
Is Rising Tides Financial, LLC accepting new clients?
Yes, according to Rising Tides Financial, LLC's website, checked October 28, 2026.
Does Rising Tides Financial, LLC work with clients virtually?
Yes. Rising Tides Financial, LLC's website says it works with clients virtually.
Rising Tides Financial, 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 $24,000 a year |
|---|
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 | Fixed fees |
|---|---|
| Assets managed | $60 million |
| Individual clients | 11 |
| High-net-worth clients | 15 |
| Accounts managed | 27 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 283308 |