Boston Research and Management, Inc. fees and pricing
Financial planner in Manchester, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Boston Research and Management, Inc. charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“A minimum annual fee of $10,000 is generally applied to accounts less than $1,000,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boston Research and Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee in the first quarter of service is prorated from the inception date of the account(s) to the end of the first quarter.”
- “If so desired, a client may elect to be billed directly instead.”
- “Portfolio Review fees are billed directly, upon completion and delivery of the Review.”
How Boston Research and Management, Inc.’s fees compare
- Its annual fee of $10,000 is above the Massachusetts median of $8,250. 56% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Boston Research and Management, Inc.
- Firm size: 8 employees.
- Registered as an adviser: 1991 (35 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 124
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $676,187,250
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107643
- Phone
- (978) 526-9700
Can advise clients in 6 states: Florida, Louisiana, Massachusetts, Maine, New Hampshire, Texas
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.