Copper Beech Wealth Management fees and pricing
Financial planner in Mansfield, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Copper Beech Wealth Management charges a flat or project fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$10,000
“The fixed rate for creating client financial plans is between $5,000 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Copper Beech Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of Copper Beech’s fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of Copper Beech’s fees, within five business days of signing the Financial Planning Agreement.”
- “Clients may select the method in which they are billed.”
How Copper Beech Wealth Management’s fees compare
- Its flat or project fee of $5,000-$10,000 is above the Massachusetts median of $4,750. 74% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Copper Beech Wealth Management
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
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
- 73
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $78,205,921
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321059
- Phone
- (508) 290-0550
Can advise clients in 4 states: Massachusetts, Michigan, New Hampshire, Rhode Island
Other planners in Mansfield that publish fees
- Carlson Planning CompanyMansfield$300, $100-$750/mo
- 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.