Augeo Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$4,000

“Engagement Type Fee Range Basic Financial Plan (single-focus) $1,500 – $2,500 Comprehensive Financial Plan $2,500 – $4,000 Complex/Multi-Goal Plan (business, estate, tax) $4,000 – $5,000 Fixed fees and any applicable hourly rate are determined before the engagement begins, disclosed in writing, and are not…”

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

How Augeo Wealth Management bills

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

• “Alternatively, clients may elect to pay fees by check or ACH transfer.”
• “Fixed fees are due upon completion of the engagement unless a different payment schedule is stated in the signed Financial Planning Agreement.”
• “The typical payment schedule is one-half of the fixed fee due upon execution of the Financial Planning Agreement and the remaining one-half due upon delivery of the financial plan, as set forth in the Financial Planning Agreement.”

How Augeo Wealth Management’s fees compare

• Its flat or project fee of $1,500-$4,000 is below the Massachusetts median of $4,750. 28% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Augeo Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341437

Phone

(617) 717-4629

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts