Colman Knight Advisory Group, LLC fees and pricing
Financial planner in Acton, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 22, 2026, Colman Knight Advisory Group, LLC charges $400 an hour and a flat or project fee of $10,000-$120,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“In certain circumstances an hourly rate of $400 may be charged instead of a fixed rate.”
- Flat or project fee
- $10,000-$120,000
“Colman Knight’s financial planning and consulting fees are negotiable, but generally range from $10,000 to $120,000 on a fixed fee basis depending upon the level and scope of the services as well as the complexity of the client’s finances, anticipated effort required for completion and anticipated value of the…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Colman Knight Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For project-based engagements, Colman Knight generally requires one-half of the financial planning/consulting fee payable upon entering the written agreement.”
- “The balance is then due upon delivery of the financial plan or completion of the agreed-upon services.”
- “Clients normally pay that annual retainer in equal quarterly installments, in advance of the calendar quarter for which services are to be performed.”
How Colman Knight Advisory Group, LLC’s fees compare
- Its hourly rate of $400 is above the Massachusetts median of $300. 81% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $10,000-$120,000 is above the Massachusetts median of $4,750. 98% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Colman Knight Advisory Group, LLC
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 122
- Employees
- 8
- 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 businesses and institutions, and selecting other advisers
- Assets managed
- $187,675,186
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119696
- Phone
- (978) 371-2015
Can advise clients in 8 states: Florida, Massachusetts, Maryland, Maine, New Hampshire, New York, South Carolina, Texas
Other planners in Acton that publish fees
- Sechrest Financial ServicesActon$12,000-$20,000/yr
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
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.