PlannerFees

Butterworth Financial LLC fees and pricing

Financial planner in Danvers, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 22, 2026, Butterworth Financial LLC charges $250 an hour and a flat or project fee of $500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The negotiated hourly rate is $250 per hour.”
Flat or project fee
$500⁠-⁠$5,000
“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Butterworth Financial LLC bills

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

  • “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
  • “Clients may terminate the agreement without penalty for a full refund of BFL's fees within five business days of signing the Investment Advisory Contract.”
  • “Fees are negotiable based upon the type of client, the complexity of the client’s situation, and the complexity of the plan.”

How Butterworth Financial LLC’s fees compare

  • Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Danvers 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 Butterworth Financial LLC

“Strategic Wealth Management Platform (SWM) & Strategic Wealth Management Platform II (SWM II) SWM and SWM II offer clients an asset management account that allows the IAR to direct and manage specified client assets.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • College planning
  • Insurance analysis
  • Cash flow and budgeting

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
1.5% a year
Clients
138
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$103,300,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
325026
Website
butterworthfinancial.net (opens in new tab)
Phone
(617) 792-8492

Can advise clients in 3 states: California, Massachusetts, New Hampshire

Other planners in Danvers that publish fees

Compare all 3 planners in Danvers

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