Firm
Successful Money Strategies
Fall River, Massachusetts
Fee-only
Successful Money Strategies 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 3 employees and 273 individual clients, 72 of them high net worth.
- Its average account is about $287,000 (assets it manages divided by its 791 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Fall River, Massachusetts |
|---|---|
| Website | successfulmoney.com |
| Phone | (508) 730-2300 |
Successful Money Strategies fees
Successful Money Strategies 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 · Fixed fees |
|---|---|
| Assets managed | $227 million |
| Individual clients | 201 |
| High-net-worth clients | 72 |
| Accounts managed | 791 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-43656) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 109829 |