PlannerFees

Balanced Rock Investment Advisors fees and pricing

Financial planner in Roslindale, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Balanced Rock Investment Advisors charges $250 an hour and an annual fee of $2,550 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Clients with portfolios of less than $300,000, BRIA offers Financial Planning and Consulting Services on a hourly basis for $250 per hour, with a 5-hour minimum for an initial engagement.”
Annual fee
$2,550/yr
“When BRIA manages less than $300,000, we may impose a minimum annual fee of $2,550, charged quarterly in arrears, but we also may waive the minimum fee at our discretion.”

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

How Balanced Rock Investment Advisors bills

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

  • “Fees in the first (and last) quarter of the Agreement shall be prorated from the inception date to the end of the quarter.”
  • “Wealth Management Fees, including any Dial-In program fees, are paid quarterly (at a rate of ¼ of the annual rate per quarter) in arrears pursuant to the terms of the Investment Advisory Agreement.”
  • “Fees in the first (and last) quarter of services are prorated for actual days under management.”

How Balanced Rock Investment Advisors’ fees compare

  • Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its annual fee of $2,550 is below the Massachusetts median of $8,250. 11% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Balanced Rock Investment Advisors

“Our goal is to provide high quality, reasonably priced and completely transparent financial advice and investment management, while maintaining the highest standards of ethics.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Credentials named in the brochure: CFA.
  • Founded: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Insurance analysis

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
0.85% a year
Minimum
$2,550 minimum fee (stated in brochure)
Clients
210
Employees
5
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$193,233,075
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
157424
Website
yelp.com/biz/balanced-rock-investment-advisors-roslindale (opens in new tab)
Phone
(617) 971-8323

Can advise clients in 6 states: California, Louisiana, Massachusetts, New Hampshire, New York, Texas

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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.