DJG Financial Services, Inc. fees and pricing

Financial planner in East Weymouth, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, DJG Financial Services, Inc. charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “DJG’s hourly fee generally will be billed at a rate of $350 per hour but may be negotiated in advance.”

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

“Follow-up implementation work is billed separately again generally at the rate of $350.00 per hour.”
“Billing Investment management fees are billed quarterly, in arrears, meaning that DJG invoices the client after the three-month billing period has ended.”
“Payment in full is expected upon invoice presentation.”

Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 194
Employees: 3
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $95,145,038
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 146437
Website: djgfinancial.com (opens in new tab)
Phone: (781) 331-8811

Can advise clients in 2 states: Connecticut, Massachusetts

Is something on this page wrong or out of date?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.