Dhyan Capital Management fees
Financial planner in Norwell, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Dhyan Capital Management (Norwell, MA) charges up to $400 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the Massachusetts median is $300.
“An hourly fee of up to $400 per hour is charged by Dhyan Capital Management for financial planning services under this arrangement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Dhyan Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
- “When fees are billed in arrears, Dhyan Capital Management will prorate the final fee payment based on the number of days services are provided during the final period.”
About Dhyan Capital Management
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $34.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 30, 2026
- CRD number
- 325289 (opens in new tab)
- Phone
- (508) 769-5372
Other planners in Norwell that publish fees
- Autumn Lane Advisory LLCNorwellHourly $250-$500/hr, Flat $2,500-$15,000
- Diversified Financial ManagementNorwellHourly $350/hr
- Gorman Financial ManagementNorwellAnnual from $6,000/yr
- Montanari Financial Advisors Inc.NorwellHourly $200/hr, Flat $2,500
More planners in Massachusetts that publish fees
- Holistic View Financial, LLCJamaica PlainHourly $350/hr, Flat $6,000-$12,000
- AndersonLaneNeedhamFlat $4,000-$12,000
- Cascade Wealth LLCBelmontHourly $300/hr
- Wingate Wealth Advisors, Inc.LexingtonFlat $3,500-$10,000
- MG Financial LLCBraintreeHourly $85-$850/hr
- Nashoba Valley Wealth ManagementStowHourly $500/hr, Monthly $100-$250/mo
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.