Alta Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“The negotiated hourly fee for these services is between $150 and $350.”

Flat or project fee

$250⁠-⁠$2,500

“The negotiated fixed rate for creating client financial plans is between $250 and $2,500.”

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

How Alta Wealth Advisors LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of AWA LLC's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and the total advisory fee will not exceed any limit imposed by any regulatory agency.”

How Alta Wealth Advisors LLC’s fees compare

• Its hourly rate of $150-$350 spans 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 $250-$2,500 is below the Massachusetts median of $4,750. 9% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• None of the 2 other planners in Woburn that publish a flat or project fee charge less.

About Alta Wealth Advisors LLC

• Firm size: 15 employees.
• Registered as an adviser: 2018 (8 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

2% a year

Clients

772

Employees

15

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$664,634,808

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

293675

Website

altawealthadvisors.com (opens in new tab)

Phone

(781) 404-6909

Can advise clients in 8 states: Colorado, Connecticut, Florida, Massachusetts, Maine, New Hampshire, New York, Texas

Other planners in Woburn that publish fees

• Flagship Private WealthWoburn$750⁠-⁠$7,500
• Katapult Financial Planning LLCWoburn$350/hr, $4,000⁠-⁠$10,000
• 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

Compare all 4 planners in Woburn