Assist FP fees and pricing

Published fees

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

Hourly rate

$300/hr

“Financial Planning engagements are offered at an hourly rate of $300 per hour, with a two hour minimum engagement.”

Flat or project fee

$250⁠-⁠$4,000

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $250-$4,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $149-$1000 per month.”

Monthly fee

$149⁠-⁠$1,000/mo

From the same sentence as above.

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

How Assist FP bills

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

• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Assist FP’s fees compare

• Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Marlborough that publish an hourly rate charge less.
• Its flat or project fee of $250-$4,000 is below the Massachusetts median of $4,750. 19% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Assist FP

• Principal: Justin R. Green
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 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

0.75% a year

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$779,721

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312108

Website

assistfp.com (opens in new tab)

Phone

(508) 452-2301

Can advise clients in 2 states: Massachusetts, North Carolina

Other planners in Marlborough that publish fees

• Community Financial Group, Inc.Marlborough$100⁠-⁠$250/hr, $500⁠-⁠$10,000/yr
• Mannion Money AdvisoryMarlborough$100/hr
• Shilla Advisory LLCMarlborough$5,000⁠-⁠$20,000
• 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 Marlborough