Access Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$6,000⁠-⁠$10,000/yr

“The additional flat fee will generally range from $6,000 to $10,000 per annum based on the nature and complexity of the client’s financial situation and the specific financial planning topics to be addressed.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Access Financial Planning, LLC bills

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

• “All fees are payable quarterly in advance.”
• “Both the asset-based fee and the additional flat fee are negotiable, prorated, and are paid in advance on a quarterly basis.”
• “The client shall pay the flat fee component upon presentation of an invoice through AFP’s third-party payment processor.”

How Access Financial Planning, LLC’s fees compare

• Its annual fee of $6,000-$10,000 spans the Massachusetts median of $8,250. 47% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Access Financial Planning, LLC

• Principal: Tricia Rosen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Clients

7

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$14,393,563

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291360

Website

accessfinancialplanning.com (opens in new tab)

Phone

(978) 237-5833

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500
• Adaptive Financial Solutions IncWaban$7,000, $1,750/qtr

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