PlannerFees

Constant Guidance Financial, LLC fees and pricing

Financial planner in North Attleboro, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Constant Guidance Financial, LLC charges $100⁠-⁠$150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$150/hr
“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $100-$150.”

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

How Constant Guidance Financial, LLC bills

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

  • “Fees are paid quarterly, in arrears, and clients may terminate their contracts at any time with written notice.”
  • “Because fees are billed in arrears, clients are responsible only for advisory services performed through the date of termination.”
  • “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Constant Guidance Financial, LLC’s fees compare

  • Its hourly rate of $100-$150 is below the Massachusetts median of $300. 3% of the 183 other Massachusetts planners that publish an hourly rate charge less.

About Constant Guidance Financial, LLC

“Advisor provides wealth management advice, investment advisory, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, plan sponsors, and other business entities.”
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® and CFA.
  • Founded: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • 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
0.75% a year
Minimum
No minimum stated in brochure
Clients
239
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$197,973,814
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
172612
Website
facebook.com/cgfadvisor (opens in new tab)
Phone
(508) 207-8049

Can advise clients in 3 states: Massachusetts, New Hampshire, Rhode Island

Other planners in North Attleboro that publish fees

Compare all 463 planners in Massachusetts

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