Firm
Triple Summit Advisors
Newton, Massachusetts
Fee-only
Triple Summit Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 169 individual clients, 36 of them high net worth.
- Its average account is about $263,000 (assets it manages divided by its 412 accounts).
- Its hourly rate of $400 is above the Massachusetts median of $300.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Newton, Massachusetts |
|---|---|
| Website | triplesummit.com |
| Phone | (917) 574-2670 |
Triple Summit Advisors 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.
| One-time plan | From $1,000 |
|---|---|
| Hourly | $400 an hour |
| Asset-based fee | 0.65% to 1.5% a year |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"fixed fee ranging from $1,000 – $5,000" source
"Follow-up financial planning services are provided for a fee of $400 per hour" source
"Fees for this strategy are generally 0.65% per year of the assets under management." source
"Fees for this strategy are generally 1.50% per year of the assets under management." 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 · Performance-based fees |
|---|---|
| Assets managed | $108 million |
| Individual clients | 133 |
| High-net-worth clients | 36 |
| Accounts managed | 412 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-135686) |
| Financial planning | Offered |
| Form ADV filed | April 7, 2026 |
| SEC record | CRD 282764 |