Boston Investment Trust Management, Inc. fees and pricing
Financial planner in Bridgewater, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Boston Investment Trust Management, Inc. charges $100-$200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$200/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boston Investment Trust Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Boston Investment Trust Management Inc's advisory fees are not negotiable.”
- “The client is billed quarterly in advance based on our total estimated Financial Planning fees.”
- “The client is billed quarterly in advance based on our estimated Consulting Services fees.”
How Boston Investment Trust Management, Inc.’s fees compare
- Its hourly rate of $100-$200 is below the Massachusetts median of $300. 4% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Boston Investment Trust Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 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
- 2.5% a year
- Clients
- 22
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,550,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 139446
- Phone
- (617) 423-7290
Can advise clients in 2 states: Massachusetts, Rhode Island
Other planners in Massachusetts that publish fees
- 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
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
- Act 2 PlanningWinchester$100-$500
Is something on this page wrong or out of date?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.