Firm
USA 401K
Springfield, Massachusetts
Fee-only
USA 401K 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 12 individual clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Springfield, Massachusetts |
|---|---|
| Phone | (413) 636-1614 |
USA 401K fees
USA 401K 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 |
|---|---|
| Assets managed | $0 million |
| Individual clients | 12 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 331130 |