Firm
Stonestreet Financial
Stoughton, Massachusetts
Fee-only
Facts
| Based in | Stoughton, Massachusetts |
|---|---|
| Website | stonestreetfinancialinc.com |
| [email protected] | |
| Phone | (781) 436-5421 |
Stonestreet Financial 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.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $1,250 |
| Hourly | $200 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Single: $2,400, billed $200 per month" source
"$1,250 – Flat Fee" source
"$200 per Hour" source
"Up to $1,000,000 1.00%" 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 | $5 million |
| Individual clients | 20 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 288005 |