Dorothy J. Cole fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$120⁠-⁠$250/hr

“Comprehensive Financial Plan $500 Annual Ongoing Asset Management Fee $250 Hourly Fee $120 Clients with smaller assets may pay a higher percentage rate for their Comprehensive Financial Plan and Annual Ongoing Asset Management Fees than clients with greater assets.”

Annual fee

$500/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dorothy J. Cole bills

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

• “Any unused portion of fees collected in advance will be refunded within 15 days.”

How Dorothy J. Cole’s fees compare

• Its hourly rate of $120-$250 is below the New Hampshire median of $275. 13% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its annual fee of $500 is below the New Hampshire median of $7,100. None of the 14 other New Hampshire planners that publish an annual fee charge less.

About Dorothy J. Cole

• Firm size: 5 employees.
• Credentials named in the brochure: CFP® and EA.
• Founded: 1991 (35 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

Clients

53

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$92,453,082

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116607

Website

x.com/dorothycole (opens in new tab)

Phone

(800) 352-6530

Can advise clients in 2 states: Massachusetts, New Hampshire

Other planners in New Hampshire that publish fees

• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500
• Bartley Financial Advisors, LLCBedford$6,000/yr

Compare all 112 planners in New Hampshire