1620 Investment Advisors, Inc. fees and pricing

Financial planner in Plymouth, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 3, 2026, 1620 Investment Advisors, Inc. charges $75⁠-⁠$175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $75⁠-⁠$175/hr; “Fees may be provided on an hourly rate, ranging from $75 to $175 per hour, or on a fixed engagement fee.”

Payment and refund terms, quoted from the fee section of the brochure.

“The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Certain legacy accounts may be billed in advance and/or have a fee schedule that differs from above.”

Its hourly rate of $75-$175 is below the Massachusetts median of $300. 3% of the 183 other Massachusetts planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.75% a year
Minimum: $225,000 in assets (stated in brochure)
Clients: 239
Employees: 5
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $241,583,460
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 119262
Website: 1620ia.com (opens in new tab)
Phone: (508) 830-4778

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.