Autumn Lane Advisory LLC fees and pricing

Published fees

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

Hourly rate

$250⁠-⁠$500/hr

“Hourly fees generally range from $250 to $500 per hour Page | 8”

Flat or project fee

$2,500⁠-⁠$15,000

“Fixed fees may range from approximately $2,500 to $15,000 or more, depending on the scope and complexity of the engagement The specific fee arrangement will be agreed upon in advance and documented in writing.”

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

How Autumn Lane Advisory LLC bills

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

• “The Adviser invoices clients directly for advisory fees.”
• “Fees are negotiable and may vary based on factors including, but not limited to, the size of the account, the complexity of the client’s financial circumstances, and the scope of services provided.”
• “In the event of termination, any unearned fees paid in advance will be refunded on a pro rata basis.”

How Autumn Lane Advisory LLC’s fees compare

• Its hourly rate of $250-$500 spans the Massachusetts median of $300. 75% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Norwell that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the Massachusetts median of $4,750. 81% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Norwell that publish a flat or project fee charge less.

About Autumn Lane Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342348

Website

autumnlaneadvisory.com (opens in new tab)

Phone

(617) 256-7660

Other planners in Norwell that publish fees

• Essential Asset Management, LLCNorwell$150/hr, $500
• Global Vision AdvisorsNorwell$200⁠-⁠$500/hr, $1,000⁠-⁠$50,000
• Gorman Financial ManagementNorwell$6,000/yr
• Montanari Financial Advisors Inc.Norwell$200/hr, $2,500
• Vincent Wealth Advisors LLCNorwell$2,500/yr

Compare all 9 planners in Norwell