Alliance Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Hourly fees range up $400 per hour.”

Flat or project fee

$1,000⁠-⁠$100,000

“APW also charges a flat fee for comprehensive personal financial planning services, which will range from $1,000 to $100,000, depending upon the complexity and scope of the plan, the Client’s financial situation and overall objectives.”

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

How Alliance Private Wealth, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management 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.”

How Alliance Private Wealth, LLC’s fees compare

• Its hourly rate of $400 is above the Massachusetts median of $300. 81% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$100,000 spans the Massachusetts median of $4,750. 96% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Alliance Private Wealth, LLC

• Firm size: 11 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 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

1.25% a year

Clients

167

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and other services

Assets managed

$466,159,954

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

316612

Website

allianceprivatewealth.com (opens in new tab)

Phone

(978) 276-1300

Can advise clients in 3 states: Massachusetts, New Hampshire, Texas

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
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts