Aspire Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisors hourly fee will be billed at a rate of $250 per hour but may be negotiated in advance.”

Flat or project fee

$2,500⁠-⁠$5,000

“For financial planning services apart from investment management services (i.e., not for assets under management), Aspire offers flat fees ranging from $2,500 - $5,000 when such flat fees would be less expensive for the client than hourly fees.”

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

How Aspire Financial Advisors, Inc. bills

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

• “Investment Management Fee Pursuant to an Investment Advisory contract signed by each client, the client will pay Aspire a recurring investment Advisory fee, in advance and prorated to the end of the next billing period upon inception of the account.”
• “Aspire Financial Advisors will refund any planning fees paid in the event the client terminates the contract before the work is done.”
• “Aspire’s management fee is payable in advance.”

How Aspire Financial Advisors, Inc.’s fees compare

• Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• None of the 3 other planners in Concord that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Massachusetts median of $4,750. 42% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Concord that publish a flat or project fee charge less.

About Aspire Financial Advisors, Inc.

• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2012 (14 years).

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

Highest asset based fee in brochure

1.65% a year

Clients

20

Works with

Individuals

Services reported to regulators

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

Assets managed

$4,948,405

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164902

Website

aspirefa.com (opens in new tab)

Phone

(978) 775-5435

Other planners in Concord that publish fees

• Avk PartnersConcord$50⁠-⁠$500/hr
• Bay Colony AdvisorsConcord$150⁠-⁠$500/hr, $1,500⁠-⁠$100,000
• Cape Ann Capital, Inc.Concord$3,000
• Heritage Financial Network, Inc.Concord$350/hr

Compare all 12 planners in Concord