Birch Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$10,000

“Fixed fee rates will not exceed $10,000.”

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

How Birch Financial Group bills

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

• “The fee is negotiable based upon the discretion of the firm and will be clearly disclosed in the Advisory Agreement.”
• “The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Birch Financial Group’s fees compare

• Its hourly rate of $400 is above the New Hampshire median of $275. 83% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Keene that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the New Hampshire median of $5,400. 86% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Keene that publish a flat or project fee charge less.

About Birch Financial Group

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College 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

2% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

192

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$264,688,531

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332057

Website

facebook.com/birchfinancial (opens in new tab)

Phone

(603) 338-3838

Can advise clients in 6 states: California, Florida, Massachusetts, Maine, New Hampshire, Virginia

Other planners in Keene that publish fees

• Olson Economics, LLCKeene$250/hr, $1,500⁠-⁠$2,500
• Optimum Wealth LLCKeene$275/hr, $400
• 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

Compare all 4 planners in Keene