Ballentine Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000⁠-⁠$50,000/yr

“Fees are determined case-by-case and typically between $10,000 and $50,000 per year, although may be significantly higher based on the complexity of the engagement and resources required.”

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

How Ballentine Partners bills

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

• “Fixed service fees are negotiable, but generally range from $180,000 to $500,000 yet may be higher or lower than the range described depending on the level, scope, complexity, and range of services.”
• “Under these arrangements, the client pays Ballentine an agreed upon consulting fee that is billed quarterly in arrears.”
• “Invoicing and payment of our fee Our fee is clearly disclosed on each quarterly invoice.”

How Ballentine Partners’ fees compare

• Its annual fee of $10,000-$50,000 is above the Massachusetts median of $8,250. 95% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Ballentine Partners

• Firm size: 125 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting
• Charitable giving

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

0.95% a year

Minimum

$40,000 minimum fee (stated in brochure)

Clients

342

Employees

125

Works with

High net worth individuals, pooled investment vehicles, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, and educational seminars and workshops

Assets managed

$15,316,738,538

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

152802

Website

linkedin.com/company/ballentinepartners (opens in new tab)

Phone

(781) 314-1300

Can advise clients in 33 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Vermont, Washington

Other planners in Waltham that publish fees

• Atlantic Planning Group, LLCWaltham$500/hr, $1,000⁠-⁠$20,000
• Lyon Financial Planning, LLCWaltham$550/hr, $12,000
• Mission Park Capital, LLCWaltham$250/hr, $6,000
• Savvi Financial LLCWaltham$1,500, $1,250/qtr

Compare all 9 planners in Waltham