Ama Office Solutions LLC fees and pricing

Financial planner in Needham, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 9, 2026, Ama Office Solutions LLC charges an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 9, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are typically billed quarterly in arrears based on the average daily balance of assets under management.”
“Financial planning and consulting services may be included or billed separately, as agreed upon with the client.”

Its annual fee of $3,000 is below the Massachusetts median of $8,250. 13% of the 62 other Massachusetts planners that publish an annual fee charge less.
None of the 3 other planners in Needham that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: EA and CFA.
Registered as an adviser: 2026.

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: 0.75% a year
Minimum: $3,000 minimum fee (stated in brochure)
Employees: 1
Works with: Businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338091
Website: amaofficesolutions.com (opens in new tab)
Phone: (612) 616-0161

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