PlannerFees

Berkshire Money Management, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated September 30, 2026, Berkshire Money Management, Inc. charges $450 an hour, a flat or project fee of $7,500, and an annual fee of $6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$450/hr
“The minimum fee for this service is $7,500 per plan plus $450 per hour for any time more than ten hours.”
Flat or project fee
$7,500

From the same sentence as above.

Annual fee
$6,000/yr
“BMM charges at minimum a $6,000 yearly fee.”

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

How Berkshire Money Management, Inc. bills

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

  • “Accounts initiated during a calendar quarter will be charged a prorated fee.”
  • “The $7,500 is due prior to work beginning, and the remainder, if any, is due prior to or immediately upon delivery of the plan.”
  • “Consulting clients will typically be charged an individually-negotiated fixed fee, paid quarterly in advance.”

How Berkshire Money Management, Inc.’s fees compare

  • Its hourly rate of $450 is above the Massachusetts median of $300. 87% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its flat or project fee of $7,500 is above the Massachusetts median of $4,750. 74% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • Its annual fee of $6,000 is below the Massachusetts median of $8,250. 31% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Berkshire Money Management, Inc.

  • Firm size: 22 employees.
  • Founded: 2001 (25 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Cash flow and budgeting

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
1.5% a year
Minimum
$7,500 minimum fee (stated in brochure)
Clients
875
Employees
22
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed
$1,227,078,134
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
124873
Website
facebook.com/berkshiremoneymanagment (opens in new tab)
Phone
(888) 232-6072

Can advise clients in 27 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Maine, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington

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