Cox Capital Management LLC fees and pricing

Financial planner in Andover, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Cox Capital Management LLC charges $150⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$350/hr; “While fees vary based on the complexity of the plan or project and the range of services we are retained to provide, our typical hourly rate ranges between $150 to $350 per hour, and fees are payable as services are performed.”

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

“Fees are billed quarterly in arrears based on balance of the account(s) on the last day of the quarter.”
“Upon opening the account, cash is not billed until the account is fully invested.”
“New accounts are billed at the end of the quarter in which assets are transferred based on the quarter end balance.”

Its hourly rate of $150-$350 spans the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
1 of the 2 other planners in Andover that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 201
Employees: 4
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed: $360,953,558
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 117593
Website: facebook.com/coxcapital (opens in new tab)
Phone: (978) 475-3325

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