The Financial Grove
Cambridge, Massachusetts
The Financial Grove 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 12 individual clients.
- Its average account is about $131,000 (assets it manages divided by its 5 accounts).
- 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 | Cambridge, Massachusetts |
|---|---|
| Website | financialgrove.com |
| [email protected] | |
| Phone | (801) 870-7033 |
Questions about The Financial Grove
How is The Financial Grove paid?
The Financial Grove's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does The Financial Grove have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at The Financial Grove.
What is the average account at The Financial Grove?
The Financial Grove's average account is about $131,000. That's the assets on its Form ADV divided by its 5 accounts.
Is The Financial Grove accepting new clients?
Yes, according to The Financial Grove's website, checked October 28, 2026.
Does The Financial Grove work with clients virtually?
Yes. The Financial Grove's website says it works with clients virtually.
The Financial Grove fees
The Financial Grove doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 12 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 328957 |