Armstrong Advisory Group Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“AAG charges fixed fees for financial planning services starting at $5,000 per year.”

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

How Armstrong Advisory Group Inc. bills

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

• “Client will pay the Advisor a monthly investment management fee (“Management Fee”), payable in arrears each month.”
• “The fee is negotiable based on the nature and complexity of the services to be provided and the overall relationship with us.”

How Armstrong Advisory Group Inc.’s fees compare

• Its annual fee of $5,000 is below the Massachusetts median of $8,250. 23% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 1 of the 3 other planners in Needham that publish an annual fee charge less.

About Armstrong Advisory Group Inc.

• Firm size: 22 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 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

1.25% a year

Clients

1,489

Employees

22

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$1,668,179,022

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318662

Website

facebook.com/armstrongadvisorygroup (opens in new tab)

Phone

(781) 433-0001

Can advise clients in 41 states: Alaska, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming

Other planners in Needham that publish fees

• Ama Office Solutions LLCNeedham$3,000/yr
• AndersonlaneNeedham$4,000⁠-⁠$12,000
• 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