Bostonpremier Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.”

Flat or project fee

$500⁠-⁠$15,000

“Fixed fee engagement fees range from $500 to $15,000, which may be payable in advance of the engagement, pursuant to the financial planning agreement.”

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

How Bostonpremier Wealth bills

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

• “In most cases, the annual account management fees are payable quarterly in advance and are computed as one-quarter of the annual fee based on the account’s AUM on the last business day of the previous calendar quarter.”
• “All BPW advisory program fees are negotiable.”
• “In the event a client terminates an advisory agreement with BPW, any unearned fees resulting from payments made by clients in advance will be refunded to the client.”

How Bostonpremier Wealth’s fees compare

• Its hourly rate of $500 is above the Massachusetts median of $300. 90% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Hingham that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Massachusetts median of $4,750. 77% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Hingham that publish a flat or project fee charge less.

About Bostonpremier Wealth

• Firm size: 8 employees.
• Credentials named in the brochure: CPA.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Charitable giving

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

3% a year

Clients

749

Employees

8

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$525,185,587

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282268

Website

linkedin.com/company/boston-private-wealth-partners-llc/about (opens in new tab)

Phone

(617) 934-1100

Can advise clients in 12 states: California, Connecticut, Florida, Louisiana, Massachusetts, Maine, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas

Other planners in Hingham that publish fees

• Aequitas Investment Advisors, LLCHingham$175⁠-⁠$350/hr, $3,000⁠-⁠$50,000/yr
• Nexten FPHinghamUp to $10,000
• One Financial Design, LLCHingham$350/hr, $400⁠-⁠$5,000
• Sandy Cove Advisors, LLCHingham$100⁠-⁠$500/hr, $20,000⁠-⁠$250,000/yr

Compare all 8 planners in Hingham