Bristol Wealth Group fees and pricing

Published fees

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

Hourly rate

$350/hr

“As a fixed fee, typically ranging from $500 to $5,000 depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $350 per hour.”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Bristol Wealth Group bills

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

• “All financial planning fees are due in arrears upon presentation of the financial plan.”
• “Fees are billed monthly in advance based on the daily average amount of assets managed for the preceding month.”
• “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”

How Bristol Wealth Group’s fees compare

• 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.
• Its flat or project fee of $500-$5,000 spans the Massachusetts median of $4,750. 28% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Bristol Wealth Group

• Firm size: 10 employees.
• Credentials named in the brochure: EA.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• 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

Clients

836

Employees

10

Works with

Individuals, high net worth individuals, charities, state and local governments, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$985,583,020

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

330145

Website

bristolcountysavings.com/bristol-wealth-group (opens in new tab)

Phone

(508) 822-0122

Can advise clients in 12 states: Connecticut, Florida, Georgia, Massachusetts, Maine, New Hampshire, New York, Rhode Island, South Carolina, Texas, Virginia, Vermont

Other planners in Taunton that publish fees

• Pizarro AdvisorsTaunton$99/mo
• 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
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000

Compare all 463 planners in Massachusetts