Bluebird Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“As a fixed fee, typically ranging up to $10,000, depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $250 to $500 per hour.”

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

How Bluebird Wealth Management LLC bills

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

• “All financial planning fees are due in arrears upon presentation of the financial plan.”
• “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Bluebird Wealth Management LLC’s fees compare

• Its hourly rate of $250-$500 spans the Massachusetts median of $300. 75% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Medfield that publish an hourly rate charge less.

About Bluebird Wealth Management LLC

• Firm size: 3 employees.
• Credentials named in the brochure: EA.
• Registered as an adviser: 2025.

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

1.25% a year

Clients

112

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$154,021,423

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

293420

Website

facebook.com/BluebirdWealthManagement (opens in new tab)

Phone

(508) 359-4349

Can advise clients in 4 states: Massachusetts, Maine, New Hampshire, New York

Other planners in Medfield that publish fees

• Ashwood AdvisorsMedfield$500/hr, $1,687⁠-⁠$6,750/yr
• Slate Peak Financial Services, LLCMedfield$200/hr
• Wolfstich Capital, LLCMedfield$350/hr, $2,500⁠-⁠$3,500
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 5 planners in Medfield