BG Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Fees for the financial planning are billed at a rate of $275 per hour and are paid as services are rendered.”

Flat or project fee

$275

“The hourly rate for implementation help (if required) after the financial plan is delivered is $275.”

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How BG Financial Planning bills

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

• “Fees are not collected for services to be provided more than 6 months in advance.”
• “Any unused portion of fees collected in advance will be refunded within 30 days.”
• “In such instances, authorization for the loan must be granted in advance and documented in writing.”

How BG Financial Planning’s fees compare

• Its hourly rate of $275 matches the New Hampshire median of $275. 46% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $275 is below the New Hampshire median of $5,400. None of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About BG Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

119234

Phone

(617) 784-8001

Can advise clients in 2 states: Massachusetts, New Hampshire

Other planners in New Hampshire that publish fees

• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500
• Bartley Financial Advisors, LLCBedford$6,000/yr

Compare all 112 planners in New Hampshire