PlannerFees

Cio Wealth Management, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated August 18, 2026, Cio Wealth Management, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“However, under more complex circumstances, CIO will charge an hourly consulting fee of $300 per hour for research, analysis, and detailed planning recommendations.”

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

How Cio Wealth Management, Inc. bills

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

  • “Quarterly fees are paid in advance at Charles Schwab and in arrears at Capital Group/ American Funds and Pacific Life Advisory.”
  • “The unearned portion of the prepaid fee will be refunded on a prorated basis.”
  • “The qualified plan consulting fees will be prorated for the billing period in which the termination notice is given and any unearned fees will be refunded to the client, if applicable.”

How Cio Wealth Management, Inc.’s fees compare

  • Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.

About Cio Wealth Management, Inc.

“We also offer qualified plan consulting services to small businesses. (i.e. 401(k)/Retirement Plan Consulting) Client portfolios are developed based on a broad understanding of each client’s entire financial picture.”
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.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners

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
1.25% a year
Clients
59
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$65,779,698
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
313576
Website
ciowm.com (opens in new tab)
Phone
(978) 287-1405

Can advise clients in 2 states: Massachusetts, North Carolina

Other planners in Sudbury that publish fees

Compare all 463 planners in Massachusetts

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