Bostonnorth Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2020. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning services are generally offered at a rate of $250 per hour, however, fees are negotiable.”

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

How Bostonnorth Financial Services, Inc. bills

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

• “Fees must be paid by check payable to BostonNorth Financial Services, Inc.”

How Bostonnorth Financial Services, 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 Andover that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bostonnorth Financial Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1999 (27 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

120304

Phone

(978) 475-3443

Other planners in Andover that publish fees

• Cox Capital Management LLCAndover$150⁠-⁠$350/hr
• Old School Capital LLCAndover$100⁠-⁠$350/hr, $2,500⁠-⁠$50,000
• 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 8 planners in Andover