Bay Colony Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Financial Planning and Consulting Services BCA offers financial planning and consulting services on an hourly basis ranging between $150 to $500 per hour or as a fixed engagement fee ranging from $1,500 to $100,000.”

Flat or project fee

$1,500⁠-⁠$100,000

From the same sentence as above.

Annual fee

$4,000⁠-⁠$50,000/yr

“A flat rate fee will range between $4,000 and $50,000 annually.”

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

How Bay Colony Advisors bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “The investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees are negotiable at the sole discretion of the Advisor.”

How Bay Colony Advisors’ fees compare

• Its hourly rate of $150-$500 spans the Massachusetts median of $300. 59% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Concord that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$100,000 spans the Massachusetts median of $4,750. 97% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Concord that publish a flat or project fee charge less.
• Its annual fee of $4,000-$50,000 spans the Massachusetts median of $8,250. 90% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Bay Colony Advisors

• Firm size: 36 employees.
• Registered as an adviser: 2016 (10 years).

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

1.85% a year

Clients

2,650

Employees

36

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$1,434,891,449

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

152583

Website

linkedin.com/in/stevedaglio (opens in new tab)

Phone

(978) 369-7200

Can advise clients in 26 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Kansas, Louisiana, Massachusetts, Maryland, Maine, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Vermont, Washington

Other planners in Concord that publish fees

• Aspire Financial Advisors, Inc.Concord$250/hr, $2,500⁠-⁠$5,000
• Avk PartnersConcord$50⁠-⁠$500/hr
• Cape Ann Capital, Inc.Concord$3,000
• Heritage Financial Network, Inc.Concord$350/hr

Compare all 12 planners in Concord