Firm
Sweet Money
Greenfield, Massachusetts
Fee-only
Sweet Money at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 250 individual clients, 50 of them high net worth.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Greenfield, Massachusetts |
|---|---|
| Website | melissasweetmoney.com |
| Phone | (978) 463-8979 |
Sweet Money fees
Sweet Money doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 | Hourly |
|---|---|
| Individual clients | 200 |
| High-net-worth clients | 50 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 174075 |