PlannerFees

Argonautica Private Wealth Management, Inc fees and pricing

Financial planner in Wellesley, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 1, 2026, Argonautica Private Wealth Management, Inc charges a flat or project fee of $5,000 and an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“The minimum fee required for financial planning services is $5,000 and can range up to $15,000 annually.”
Annual fee
$10,000/yr
“The minimum fee for consulting services is $10,000 annually.”

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

How Argonautica Private Wealth Management, Inc bills

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

  • “Fees for financial planning are billed at a fixed rate.”
  • “Fees are billed either in advance or arrears based upon the needs of the client.”
  • “Fees for financial planning and consulting services are due and payable as incurred.”

How Argonautica Private Wealth Management, Inc’s fees compare

  • Its flat or project fee of $5,000 is above the Massachusetts median of $4,750. 53% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Wellesley that publish a flat or project fee charge less.
  • Its annual fee of $10,000 is above the Massachusetts median of $8,250. 56% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Argonautica Private Wealth Management, Inc

“About Our Firm Argonautica Private Wealth Management, Inc. (“Argonautica”) is a registered investment adviser that provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Minimum
$5,000 minimum fee (stated in brochure)
Clients
109
Employees
6
Works with
Individuals, high net worth individuals, charities, 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 other services
Assets managed
$532,889,266
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
316736
Website
argonauticapwm.com (opens in new tab)
Phone
(781) 591-0200

Can advise clients in 11 states: California, District of Columbia, Florida, Massachusetts, Maine, Missouri, North Carolina, New Hampshire, New York, Rhode Island, Texas

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