Atlantic Planning Group, LLC fees and pricing

Published fees

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

Hourly rate

$500/hr

“While fees vary based on the complexity of the plan or project and the range of services we are retained to provide, our typical hourly rate is $500 per hour and our typical fixed fees range from $1,000 to $20,000 per advisory engagement.”

Flat or project fee

$1,000⁠-⁠$20,000

From the same sentence as above.

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

How Atlantic Planning Group, LLC bills

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

• “Fixed fees are due and payable upon completion of the signing of the Financial Planning Agreement.”
• “Hourly fees are payable as services are performed.”
• “We may request an advance deposit and the balance becomes due and payable upon completion of the plan or service.”

How Atlantic Planning Group, LLC’s 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.
• 1 of the 2 other planners in Waltham that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Massachusetts median of $4,750. 84% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Waltham that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Atlantic Planning Group, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 1998 (28 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

133178

Website

atlanticplanning.com (opens in new tab)

Phone

(781) 894-7000

Other planners in Waltham that publish fees

• Ballentine PartnersWaltham$10,000⁠-⁠$50,000/yr
• Lyon Financial Planning, LLCWaltham$550/hr, $12,000
• Mission Park Capital, LLCWaltham$250/hr, $6,000
• Savvi Financial LLCWaltham$1,500, $1,250/qtr

Compare all 9 planners in Waltham