Community Financial Group, Inc. fees and pricing

Published fees

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

Hourly rate

$100⁠-⁠$250/hr

“In general, fees may range from $100 to $250 per hour and flat fee engagements can range from $500 to $10,000 per year and up depending on the scope.”

Annual fee

$500⁠-⁠$10,000/yr

From the same sentence as above.

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

How Community Financial Group, Inc. bills

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

• “Client accounts are generally billed in arrears (at the end of each quarter), but may be billed in advance for certain accounts.”
• “Fees in the first quarter of service are prorated to the inception date of the account to the end of the first quarter.”
• “Fees may be negotiable at the discretion of the Advisor.”

How Community Financial Group, Inc.’s fees compare

• Its hourly rate of $100-$250 is below the Massachusetts median of $300. 10% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Marlborough that publish an hourly rate charge less.
• Its annual fee of $500-$10,000 spans the Massachusetts median of $8,250. 29% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Community Financial Group, Inc.

• Firm size: 4 employees.
• Founded: 2003 (23 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

Clients

95

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$92,873,814

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

129472

Website

cfgadvisor.com (opens in new tab)

Phone

(508) 251-2716

Can advise clients in 2 states: Massachusetts, Texas

Other planners in Marlborough that publish fees

• Assist FPMarlborough$300/hr, $250⁠-⁠$4,000
• Mannion Money AdvisoryMarlborough$100/hr
• Shilla Advisory LLCMarlborough$5,000⁠-⁠$20,000
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 5 planners in Marlborough