Avk Partners fees and pricing
Financial planner in Concord, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Avk Partners charges $50-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$500/hr
“Our hourly rates range from $50 to $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avk Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees for this service may be paid by electronic funds transfer or check.”
How Avk Partners’ fees compare
- Its hourly rate of $50-$500 spans the Massachusetts median of $300. 48% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Concord that publish an hourly rate charge less.
About Avk Partners
“We offer investment management and financial planning services.”
- Principal: Jeffrey Sinder
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
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
- 10
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $11,278,442
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319724
- Phone
- (917) 617-6956
Other planners in Concord that publish fees
- Aspire Financial Advisors, Inc.Concord$250/hr, $2,500-$5,000
- Bay Colony AdvisorsConcord$150-$500/hr, $1,500-$100,000
- Cape Ann Capital, Inc.Concord$3,000
- Heritage Financial Network, Inc.Concord$350/hr
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.