Claro Advisors Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“Estate Planning - Clients are charged a separate flat fee ranging from $500 to $2,500 depending on the complexity and scope of services.”

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

How Claro Advisors Inc. bills

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

• “Investment advisory fees are typically paid quarterly, in advance of each calendar quarter, pursuant to the terms of the Client agreement.”
• “Investment advisory fees for individual and/or self-directed 401(k) and 403(b) accounts are paid quarterly in arrears and are based on the market value of assets under management at the end of each calendar quarter.”
• “Fees are negotiable at the sole discretion of the Advisor.”

How Claro Advisors Inc.’s fees compare

• Its flat or project fee of $500-$2,500 is below the Massachusetts median of $4,750. 9% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 13 other planners in Boston that publish a flat or project fee charge less.

About Claro Advisors Inc.

• Firm size: 37 employees.
• Founded: 2012 (14 years).

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

1,092

Employees

37

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, selecting other advisers, and other services

Assets managed

$1,407,659,698

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160294

Website

instagram.com/ndvr_finance (opens in new tab)

Phone

(800) 604-2838

Can advise clients in 23 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Vermont, Washington

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Brave Boat Capital AdvisorsBoston$1,000⁠-⁠$30,000
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• First Step FinancialBoston$54⁠-⁠$180/hr, $540⁠-⁠$1,800

Compare all 47 planners in Boston