Bowditch Advisory Services, LP fees and pricing

Financial planner in Boston, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Bowditch Advisory Services, LP charges $225 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $225/hr; “Bowditch Advisory offers general financial planning advice on an hourly fee basis of $225 per hour.”

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

“Fees are calculated on an annualized basis but will be billed and payable quarterly in arrears.”
“The performance fee range will be determined primary by the complexity of the individual SMA strategy but will remain negotiable with each client accounts.”
“All fees will be supported by an invoice to the client itemizing the fee.”

Its hourly rate of $225 is below the Massachusetts median of $300. 23% of the 183 other Massachusetts planners that publish an hourly rate charge less.
3 of the 12 other planners in Boston that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.7% a year
Clients: 3
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $22,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 318283
Phone: (917) 991-3793

Is something on this page wrong or out of date?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