Back Bay Financial Planning & Investments fees and pricing
Financial planner in Bethany Beach, Delaware. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 31, 2026, Back Bay Financial Planning & Investments charges $400 an hour and a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Any work thereafter will be billed at our hourly rate of $400 per hour.”
- Flat or project fee
- $2,500-$5,000
“Fixed fee rates range between $2,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Back Bay Financial Planning & Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “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.”
How Back Bay Financial Planning & Investments’ fees compare
- Its hourly rate of $400 is above the Delaware median of $300. 78% of the 18 other Delaware planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 spans the Delaware median of $3,575. 55% of the 11 other Delaware planners that publish a flat or project fee charge less.
About Back Bay Financial Planning & Investments
“We offer Investment Management and Financial Planning.”
- Principal: Robert Jeter
- Firm size: 4 employees.
- Founded: 2025.
Planning areas mentioned in the brochure
- 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
- 1.25% a year
- Clients
- 94
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $120,474,144
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335236
- Phone
- (302) 316-1820
Can advise clients in 3 states: District of Columbia, Delaware, Maryland
Other planners in Delaware that publish fees
- Affinity Wealth Management LLCWilmington$350/hr, $250-$15,000
- Age Wisely FinancialWilmington$360/hr, $3,000-$12,000
- Ajp Financial Services, LLCWilmington$10,000-$50,000/yr
- BDFS Capital LLCRehoboth Beach$100-$250/hr, $500-$5,000
- Benchmark Financial, LLCWilmington$500/hr, $1,500
- Black Arrow Capital LLCNewark$250/hr, $1,250-$25,000
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.