Alvarez & Associates Financial fees and pricing
Financial planner in Central Falls, Rhode Island. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 22, 2026, Alvarez & Associates Financial charges $200 an hour and a flat or project fee of $750-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our hourly rate is $200.”
- Flat or project fee
- $750-$1,500
“Fixed fee rates range between $750 to $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alvarez & Associates Financial 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.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Alvarez & Associates Financial’s fees compare
- Its hourly rate of $200 is below the Rhode Island median of $280. 7% of the 15 other Rhode Island planners that publish an hourly rate charge less.
- Its flat or project fee of $750-$1,500 is below the Rhode Island median of $3,625. None of the 13 other Rhode Island planners that publish a flat or project fee charge less.
About Alvarez & Associates Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340494
- Phone
- (401) 859-3057
Can advise clients in 2 states: Massachusetts, Rhode Island
Other planners in Rhode Island that publish fees
- Axis Wealth Partners, LLCEast Providence$150/hr, $250-$2,500
- Blue Chip Financial Advisors, LLCEast Providence$250/hr
- Bountiful Investment Management LLCRumford$250/hr, $500-$5,000
- Breachway Investments, LLCCharlestown$200/hr
- Capital Wealth Management, LLCWest Warwick$500-$5,000, $20,000/yr
- CB Capital LLCNorth Smithfield$350/hr, $2,500-$7,500
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.