Brave Boat Capital Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$30,000

“If the Plan Fiduciary requests our consultation and plan management services on a stand-alone basis, we will typically assess a fixed fee ranging from $1,000 to $30,000.”

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

How Brave Boat Capital Advisors bills

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

• “Published fees may be discounted at our firm’s discretion but they are not negotiable.”
• “Fees are to be paid by check or draft from US-based financial institutions, or withdrawal from plan accounts.”
• “These fees will be billed quarterly, in arrears, per the following table.”

How Brave Boat Capital Advisors’ fees compare

• Its flat or project fee of $1,000-$30,000 spans the Massachusetts median of $4,750. 92% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 11 of the 13 other planners in Boston that publish a flat or project fee charge less.

About Brave Boat Capital Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

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

0.45% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$47,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

275029

Website

braveboatcapital.com (opens in new tab)

Phone

(617) 536-3141

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• Claro Advisors Inc.Boston$500⁠-⁠$2,500
• First Step FinancialBoston$54⁠-⁠$180/hr, $540⁠-⁠$1,800

Compare all 47 planners in Boston