Access Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly fees are $250 per hour and are billed as incurred or upon completion of services.”

Flat or project fee

$1,000⁠-⁠$4,000

“Financial planning services are generally offered for a fixed fee ranging from $1,000 to $4,000 depending on the scope, complexity, and nature of the engagement.”

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How Access Investment Management bills

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

• “Fees are typically billed quarterly in arrears and are negotiable depending on the scope and complexity of services provided.”
• “Fees are negotiable at the Company’s discretion.”
• “Billing Practices Asset-based advisory fees are generally billed quarterly in arrears.”

How Access Investment Management’s fees compare

• Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$4,000 is below the Massachusetts median of $4,750. 22% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Access Investment Management

• Principal: Dionysios Kaskarelis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

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% a year

Employees

1

Works with

Pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336512

Phone

(339) 674-8392

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 Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Act 2 PlanningWinchester$100⁠-⁠$500
• Adaptive Financial Solutions IncWaban$7,000, $1,750/qtr

Compare all 463 planners in Massachusetts