Bond Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event of early termination, prior to the completion of the work, the client will be billed for the hours already worked at the rate of $250.00 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“The fixed fee can range between $500.00 and $5,000.00.”

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

How Bond Financial Group, Inc. bills

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

• “The annual fees are negotiable and are pro-rated and paid in advance on a monthly basis for FPS.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis. 7 Financial Planning Fixed Fee Financial Planning is offered on a fixed fee basis.”

How Bond Financial Group, Inc.’s fees compare

• Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 1 of the 2 other planners in East Longmeadow that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Massachusetts median of $4,750. 28% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Bond Financial Group, Inc.

• Principal: Dylan E. Bond
• Firm size: 5 employees.
• Registered as an adviser: 2017 (9 years).

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

Clients

191

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$54,912,691

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289214

Website

twitter.com/incomeplanman (opens in new tab)

Phone

(413) 754-4747

Can advise clients in 3 states: Connecticut, Florida, Massachusetts

Other planners in East Longmeadow that publish fees

• Martin Capital PlanningEast Longmeadow$500/hr, $1,500⁠-⁠$5,000
• Richard P. Doleva & AssociatesEast Longmeadow$150/hr
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr

Compare all 3 planners in East Longmeadow