BeingFIT Financial fees
Financial planner in Walpole, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 2, 2026, BeingFIT Financial (Walpole, MA) charges $250 an hour, a flat or project fee of $1,500-$15,000, and an annual fee of $4,000-$24,000 for financial planning.
- Website: beingfitfinancial.com (opens in new tab)
- Call (617) 834-0437
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Massachusetts median of $300; 20% of the 131 other planners in Massachusetts that publish an hourly rate charge less. The one other planner in Walpole charges more.
“When determining the amount of the upfront charge, we take into consideration Client complexity and the estimated time to complete onboarding, data gathering, and setting the basis for the financial plan and tie it to a theoretical hourly rate of $250.”
- Flat or project fee
- $1,500-
$15,000 Runs from below the Massachusetts median of $5,375 to above it.
“The fixed fee can range between $1500 and $15,000, depending on complexity and the needs of the Client.”
- Annual fee
- $4,000-
$24,000/yr Runs from below the Massachusetts median of $10,000 to above it.
“The fee consists of a non-refundable upfront charge of $1000 - $3000 and an ongoing fee that is paid either monthly or quarterly (frequency dependent on client preference), in arrears, based on the fixed annual fee of $4000 - $24,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How BeingFIT Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are agreed upon in advance and are not based on the performance of any investments.”
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 27
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $11.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 2, 2026
- CRD number
- 306830 (opens in new tab)
- Phone
- (617) 834-0437
Other planners in Walpole that publish fees
- Sound View Financial AdvisorsWalpoleHourly $350/hr, Annual $5,000-$10,000/yr
More planners in Massachusetts that publish fees
- Paragon Financial AdvisorsNewtonHourly $400/hr, Annual $4,000-$30,000/yr
- Access Financial Planning, LLCNewburyportAnnual $6,000-$10,000/yr
- East River Capital Management LLCPittsfieldHourly $100-$500/hr
- Centerpoint Advisors, LLCNeedhamHourly $350-$400/hr, Flat $3,500-$10,000
- Curious Crow Financial PlanningRevereHourly $250/hr, Flat $5,000-$7,500
- Boston Investment Trust Management, Inc.BridgewaterHourly $100-$200/hr
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.