Walk You To Wealth
Dover, Massachusetts
Walk You To Wealth 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 11 individual clients.
- Its average account is about $109,000 (assets it manages divided by its 80 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Massachusetts median of $5,000.
- 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 | Dover, Massachusetts |
|---|---|
| Website | walkyoutowealth.com |
| [email protected] | |
| Phone | (508) 745-3070 |
Questions about Walk You To Wealth
How much does Walk You To Wealth charge?
Walk You To Wealth publishes these prices: ongoing planning: from $6,000 a year. We found this on its website, checked October 28, 2026.
Does Walk You To Wealth have an account minimum?
No. Walk You To Wealth says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Walk You To Wealth paid?
Walk You To Wealth's Form ADV says it is paid by: fixed fees.
How many advisors does Walk You To Wealth have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Walk You To Wealth.
What is the average account at Walk You To Wealth?
Walk You To Wealth's average account is about $109,000. That's the assets on its Form ADV divided by its 80 accounts.
What does Walk You To Wealth specialize in?
Walk You To Wealth's advisors and website list crypto & digital assets, retirement planning, family wealth transfer and flat-fee planning.
Is Walk You To Wealth accepting new clients?
Yes, according to Walk You To Wealth's website, checked October 28, 2026.
Does Walk You To Wealth work with clients virtually?
Yes. Walk You To Wealth's website says it works with clients virtually.
Walk You To Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our comprehensive program is a transparent $500 per month with no asset minimums" source
"Our comprehensive program is a transparent $500 per month with no asset minimums" source
"Our comprehensive program is a transparent $500 per month with no asset minimums" source
"Our comprehensive program is a transparent $500 per month with no asset minimums" 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 | Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 11 |
| Accounts managed | 80 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 334943 |
Advisors at this firm (1)
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