Curious Crow Financial Planning fees and pricing
Financial planner in Revere, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 7, 2026, Curious Crow Financial Planning charges $250 an hour and a flat or project fee of $5,000-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $5,000-$7,500
“Fixed fee rates range between $5,000 $7,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Curious Crow Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “For fees paid in advance, a prorated refund will be given, if applicable, upon termination of the Advisory Contract for any unearned fee.”
- “For fees paid in arrears, Client shall be charged a pro-rata fee based upon the percentage of the work done up to the date of termination.”
How Curious Crow Financial Planning’s fees compare
- Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$7,500 is above the Massachusetts median of $4,750. 67% 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 Curious Crow Financial Planning
- Principal: Ashley Rittershaus
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327495
- Phone
- (774) 994-1095
Other planners in Massachusetts that publish fees
- 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
- Act 2 PlanningWinchester$100-$500
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.