Slate Peak Financial Services, LLC
Medfield, Massachusetts
Slate Peak Financial Services, LLC 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 55 individual clients, 36 of them high net worth.
- Its average account is about $245,000 (assets it manages divided by its 96 accounts).
- Its ongoing planning fee starts at $5,400 a year, in line with the Massachusetts median of $5,000.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Medfield, Massachusetts |
|---|---|
| Website | slatepeakfinancial.com |
| [email protected] | |
| Phone | (617) 383-4577 |
Questions about Slate Peak Financial Services, LLC
How much does Slate Peak Financial Services, LLC charge?
Slate Peak Financial Services, LLC publishes these prices: ongoing planning: from $5,400 a year; one-time plan: from $1,000. We found this on its website, checked October 28, 2026.
How is Slate Peak Financial Services, LLC paid?
Slate Peak Financial Services, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Slate Peak Financial Services, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Slate Peak Financial Services, LLC.
What is the average account at Slate Peak Financial Services, LLC?
Slate Peak Financial Services, LLC's average account is about $245,000. That's the assets on its Form ADV divided by its 96 accounts.
What does Slate Peak Financial Services, LLC specialize in?
Slate Peak Financial Services, LLC's advisors and website list retirement planning.
Slate Peak Financial Services, 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 $5,400 a year |
|---|---|
| One-time plan | From $1,000 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"The cost of ongoing planning, support, implementation and coaching is $450 per month with no long-term commitment required" source
"$1,000 upfront fee to begin the planning process" source
"The cost of ongoing planning, support, implementation and coaching is $450 per month with no long-term commitment required" source
"$1,000 upfront fee to begin the planning process" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 19 |
| High-net-worth clients | 36 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 295223 |