East Horizon Investments fees and pricing

Financial planner in Cambridge, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 25, 2026, East Horizon Investments charges a flat or project fee of $300 for financial planning.

Published fees

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

Flat or project fee: $300; “Financial Planning, Investment Advisory and Consulting Fees Our hourly fee for financial planning, investment advisory and consulting is $300-400 per hour.”

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

“We will also East Horizon Investments, LLC Page 5 of 18 send an invoice with a description and calculation of these fees directly to the client.”
“Clients will be billed and pay for services after they are earned.”
“Although some clients may choose to pay in advance for services, this is not our typical practice.”

Its flat or project fee of $300 is below the Massachusetts median of $4,750. None of the 158 other Massachusetts planners that publish a flat or project fee charge less.
None of the 3 other planners in Cambridge that publish a flat or project fee charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 35
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $63,540,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 158364
Website: easthorizoninvestments.com (opens in new tab)
Phone: (617) 401-2704

Can advise clients in 2 states: Florida, Massachusetts

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