Abraham, Robert Ralph JR fees and pricing
Financial planner in Salem, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 7, 2026, Abraham, Robert Ralph JR charges a flat or project fee of $400-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $400-$3,000
“- FLAT FEE: ranging from $400 for a simple investment plan or allocation to $3000 for a comprehensive financial plan encompassing: risk, investment, retirement, college funding, incidental tax planning and asset management, and disposition allocation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abraham, Robert Ralph JR bills
Payment and refund terms, quoted from the fee section of the brochure.
- “No minimums or maximum and Non-Negotiable.”
- “The advisor does not require any payments six months in advance.”
How Abraham, Robert Ralph JR’s fees compare
- Its flat or project fee of $400-$3,000 is below the Massachusetts median of $4,750. 15% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Abraham, Robert Ralph JR
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2002 (24 years).
Firm details from Form ADV
- 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
- 1.125% a year
- Minimum
- No minimum stated in brochure
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $7,369,658
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127627
- Phone
- (978) 979-1591
Other planners in Salem that publish fees
- Plan for It Financial, LLCSalem$350/hr, $3,500-$7,500
- Red Clover Wealth Management, LLCSalem$500/hr, $500/mo
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
Is something on this page wrong or out of date?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.