Brock Hill Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, Brock Hill Wealth Management charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The maximum hourly fee to be charged will not exceed $500.”

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

“Our firm bills on cash unless indicated otherwise in writing.”
“Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
“Fees are negotiable and will be deducted from client account(s).”

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.
4 of the 4 other planners in Newton that publish an hourly rate charge less.

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: 1% a year
Clients: 71
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $87,049,089
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 324946
Website: brockhillwealth.com (opens in new tab)
Phone: (617) 618-8194

Can advise clients in 2 states: Massachusetts, North Carolina

Is something on this page wrong or out of date?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