Firm
West Branch Capital
Amherst, Massachusetts
Fee-only
West Branch Capital at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 9 employees and 372 individual clients, 171 of them high net worth.
- Its average account is about $550,000 (assets it manages divided by its 1,255 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Amherst, Massachusetts |
|---|---|
| Website | westbranchcapital.com |
| [email protected] |
West Branch Capital fees
West Branch Capital 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $690 million |
| Individual clients | 201 |
| High-net-worth clients | 171 |
| Accounts managed | 1,255 |
| Employees | 9 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-78332) |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 133813 |