PlannerFees

Canby Financial Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated September 4, 2026, Canby Financial Advisors charges an annual fee of $2,500⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$2,500⁠-⁠$50,000/yr
“The client may pay a fixed annual fee ranging from $2,500 to $50,000, depending on the complexity of the services provided.”

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

How Canby Financial Advisors bills

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

  • “The investment management services fee shall be paid monthly, in advance, based on the asset value of the client’s accounts as of the last business day of the prior month.”
  • “Investment Management fees for the initial month shall be paid in arrears, on a pro rata basis, based on the value of the client’s accounts as of the last business day of that initial month.”
  • “If Canby Financial is providing financial planning services which are completed upon delivery of the financial plan, the fixed fee or hourly fee will be charged in full upon delivery of the completed financial plan.”

How Canby Financial Advisors’ fees compare

  • Its annual fee of $2,500-$50,000 spans the Massachusetts median of $8,250. 87% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Canby Financial Advisors

“Canby Financial provides personalized financial planning and discretionary and nondiscretionary investment management services to individuals, high net worth individuals, corporations, trusts, estates, private foundations, qualified retirement plans, and charitable organizations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 11 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate 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% a year
Clients
374
Employees
11
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$729,447,855
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
338797
Website
canbyfinancial.com (opens in new tab)
Phone
(508) 598-1082

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

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