Andersonlane fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$12,000

“AndersonLane Associates LLC Page 6 of 21 Financial Planning We assess a fixed fee for our financial planning engagements that range from $4,000 to $12,000.”

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

How Andersonlane bills

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

• “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members, as well as centers of influence.”
• “Our advisory fees are to be paid by check or draft from US-based financial institutions.”
• “Portfolio Management At the end of each calendar quarter, portfolio management clients will pay our firm an asset-based fee based on an annualized rate as indicated in the following fee table (quarterly, in arrears).”

How Andersonlane’s fees compare

• Its flat or project fee of $4,000-$12,000 spans the Massachusetts median of $4,750. 78% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Needham that publish a flat or project fee charge less.

About Andersonlane

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Divorce
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

43

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$50,918,901

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301225

Website

andersonlanewm.com (opens in new tab)

Phone

(617) 517-4824

Other planners in Needham that publish fees

• Ama Office Solutions LLCNeedham$3,000/yr
• Armstrong Advisory Group Inc.Needham$5,000/yr
• Breakwater Financial, LLCNeedham$400/hr, $300⁠-⁠$1,500/mo
• Centerpoint Advisors, LLCNeedham$350⁠-⁠$400/hr, $3,500⁠-⁠$10,000
• Infinite Summer Financial PlanningNeedham$225/hr, $2,500
• KJH Financial ServicesNeedham$225/hr, $10,000/yr

Compare all 16 planners in Needham