Barrett Capital Partners fees and pricing

Financial planner in Weymouth, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 8, 2026, Barrett Capital Partners charges $200⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$300/hr; “Other Services Financial Planning services are billed at $200-$300 per hour and are invoiced per project.”

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

“In the event the agreement is cancelled by either party, the fees will be prorated based on the days in the quarter that the agreement was in place, with the excess fees to be refunded by check to the client.”
“Fees are negotiable and are charged quarterly directly to your account at the beginning of the quarter.”

Its hourly rate of $200-$300 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.

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: 104
Employees: 2
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $45,261,779
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 314619
Website: barrettcapitalpartners.com (opens in new tab)
Phone: (339) 499-6282

Is something on this page wrong or out of date?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.