Bortolussi Wealth Management, Inc. fees and pricing

Financial planner in Southborough, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 27, 2026, Bortolussi Wealth Management, Inc. charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “For certain engagements, BWM offers stand-alone financial planning services at an hourly rate of $100, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

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

“Clients will be billed in 15-minute increments (hourly rate divided by 4).”
“Fees are negotiable at the sole discretion of the Advisor.”
“Fees are negotiable based on the size of the Plan and complexity of the services provided to the Plan.”

Its hourly rate of $100 is below the Massachusetts median of $300. 1% of the 183 other Massachusetts planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $100 minimum fee (stated in brochure)
Clients: 125
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $85,983,912
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155780
Website: bortowm.com (opens in new tab)
Phone: (508) 416-3534

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

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.