Fee only financial advisors in Needham, Massachusetts: hourly and flat fee prices
16 registered advisers based in Needham offer financial planning for an hourly, fixed or subscription fee, with no commissions.
9 of the 16 fee only firms based in Needham publish dollar fees. Their median hourly rate is $363 and their median flat or project fee is $6,750. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $363/hr | $225-$400/hr | 6 firms |
| Flat or project fee | $6,750 | $2,500-$8,000 | 3 firms |
| Annual retainer | $7,500/yr | $5,000-$42,000/yr | 4 firms |
Fee only advisors in Needham and their published fees
9 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Ama Office Solutions LLC | Not published | Not published | $3,000/yr |
| Andersonlane | Not published | $4,000-$12,000 | Not published |
| Armstrong Advisory Group Inc. | Not published | Not published | $5,000/yr |
| Breakwater Financial, LLC | $400/hr | Not published | $300-$1,500/mo |
| Centerpoint Advisors, LLC | $350-$400/hr | $3,500-$10,000 | Not published |
| Infinite Summer Financial PlanningNo AUM fee | $225/hr | $2,500 | $100-$500/mo |
| KJH Financial Services | $225/hr | Not published | $10,000/yr |
| Rising Tides Financial, LLCNo AUM fee | $500-$750/hr | Not published | $24,000-$60,000/yr |
| SW Private Wealth, LLC | $350/hr | Not published | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (7)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.