Atwater Wealth Management, Inc. fees and pricing
Financial planner in Boston, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Atwater Wealth Management, Inc. charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“Fixed fees range from $2,500.00 to $10,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Atwater Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will generate invoices for all investment advisory clients on a quarterly basis.”
- “Fees paid in advance will be prorated to the date of termination and any unearned portion of the fee will be refunded to the client.”
- “The client generally makes a check payable to AWM for consulting and financial planning services.”
How Atwater Wealth Management, Inc.’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the Massachusetts median of $4,750. 67% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 9 of the 13 other planners in Boston that publish a flat or project fee charge less.
About Atwater Wealth Management, Inc.
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2018 (8 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% a year
- Clients
- 98
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $248,226,322
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172749
- Phone
- (617) 723-1439
Can advise clients in 4 states: California, Massachusetts, New Hampshire, Texas
Other planners in Boston that publish fees
- Beyond Your Hammock LLCBoston$500-$8,000, $300-$2,000/mo
- Bowditch Advisory Services, LPBoston$225/hr
- Brave Boat Capital AdvisorsBoston$1,000-$30,000
- Choate Investment AdvisorsBoston$525-$1,750/hr, $1,000-$2,500
- Claro Advisors Inc.Boston$500-$2,500
- First Step FinancialBoston$54-$180/hr, $540-$1,800
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.