Ashwood Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Compensation – Financial Planning /Consulting Financial Planning/Consulting fees will generally be charged on an hourly basis no more than $500 per hour.”

Annual fee

$1,687⁠-⁠$6,750/yr

“Assets Under Management Quarterly fee Annual Fee $1,200,000 $1,687.50 $6,750.00 At our discretion, client accounts from one household may be consolidated with client accounts from other households to aggregate account values for fee calculations.”

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

How Ashwood Advisors bills

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

• “Fees are due and payable as services are rendered.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the quarter, as further described below.”
• “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”

How Ashwood Advisors’ fees compare

• Its hourly rate of $500 is above the Massachusetts median of $300. 90% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Medfield that publish an hourly rate charge less.
• Its annual fee of $1,687-$6,750 is below the Massachusetts median of $8,250. 19% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Ashwood Advisors

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and EA.
• 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

Clients

110

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$126,948,136

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128811

Website

geremiainvestments.com (opens in new tab)

Phone

(508) 359-9442

Can advise clients in 4 states: Massachusetts, New Hampshire, Rhode Island, South Carolina

Other planners in Medfield that publish fees

• Bluebird Wealth Management LLCMedfield$250⁠-⁠$500/hr
• Slate Peak Financial Services, LLCMedfield$200/hr
• Wolfstich Capital, LLCMedfield$350/hr, $2,500⁠-⁠$3,500
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 5 planners in Medfield