Boston Standard Wealth Management, LLC fees and pricing

Financial planner in Winchester, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 3, 2026, Boston Standard Wealth Management, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “For purposes of calculating refunds, the fee for all work performed by us up to the point of termination shall be calculated at our hourly rate of $350 or the hourly rate in effect at the time of termination. 6 General Consulting:”

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

“Our asset-based fees are billed monthly in arrears according to the fee schedule above and are based on the timeweighted average daily value of the billable assets in your portfolio during the previous month.”
“Our investment management fees are generally not negotiable.”

Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.

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: 1.15% a year
Clients: 393
Employees: 6
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 pension consulting
Assets managed: $647,622,502
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 156452
Website: LINKEDIN.COM/company/BOSTON-STANDARD-WEALTH-MANAGEMENT (opens in new tab)
Phone: (781) 721-0072

Is something on this page wrong or out of date?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.