Act 2 Planning fees and pricing
Financial planner in Winchester, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 11, 2025, Act 2 Planning charges a flat or project fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 11, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$500
“Fixed fee rates range from $100 to $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Act 2 Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are due upon completion of the services.”
How Act 2 Planning’s fees compare
- Its flat or project fee of $100-$500 is below the Massachusetts median of $4,750. None of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Act 2 Planning
“We provide financial planning services on a limited scope one-time engagement.”
- Principal: John Colantino
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336663
- Phone
- (781) 205-9875
Can advise clients in 2 states: Florida, Massachusetts
Other planners in Winchester that publish fees
- Boston Standard Wealth Management, LLCWinchester$350/hr
- Shepherd Financial Partners, LLCWinchester$100-$500/hr, $2,000-$250,000
- 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
Is something on this page wrong or out of date?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.