Firm
Zevin Asset Management
Boston, Massachusetts
Fee-only
Zevin Asset Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 15 employees and 558 individual clients, 451 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 769 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | zevin.com |
| Phone | (617) 742-6666 |
Zevin Asset Management fees
Zevin Asset Management 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 · Hourly |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 107 |
| High-net-worth clients | 451 |
| Accounts managed | 769 |
| Employees | 15 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-77093) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 165269 |