Fee only financial advisors in Waltham, Massachusetts: hourly and flat fee prices
9 registered advisers based in Waltham offer financial planning for an hourly, fixed or subscription fee, with no commissions.
5 of the 9 fee only firms based in Waltham publish dollar fees. Their median hourly rate is $500 and their median flat or project fee is $8,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $500/hr | $250-$550/hr | 3 firms |
| Flat or project fee | $8,250 | $6,000-$12,000 | 4 firms |
Fee only advisors in Waltham and their published fees
5 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Atlantic Planning Group, LLCNo AUM fee | $500/hr | $1,000-$20,000 | Not published |
| Ballentine Partners | Not published | Not published | $10,000-$50,000/yr |
| Lyon Financial Planning, LLCNo AUM fee | $550/hr | $12,000 | Not published |
| Mission Park Capital, LLC | $250/hr | $6,000 | Not published |
| Savvi Financial LLC | Not published | $1,500 | $1,250/qtr |
No firms match these filters.
Other registered firms that don't publish dollar fees (4)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.