Ebersole Financial LLC fees and pricing

Financial planner in Wellesley Hills, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 15, 2026, Ebersole Financial LLC charges an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $3,000/yr; “Our Targeted Strike Package is $3,000 per year and includes an initial review, a financial plan focused on your three to five “hot-button” issues and two one-hour consultations during the course of the year to review your progress toward your goals, as well as an additional five hours of consultation time to…”

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

“Fees are to be paid to our firm by cashier’s check, personal check, or draft from US-based financial institutions.”
“For clients seeking a cost-effective method to access ad hoc financial planning advice on a continuing basis, Ebersole Financial offers an annual advice plan at a rate of $3,000 per year, paid quarterly in advance in instalments of $750 with no deposit.”
“This plan is not a substitute for the Targeted 3 We do not retain debit/credit card data.”

Its annual fee of $3,000 is below the Massachusetts median of $8,250. 13% of the 62 other Massachusetts planners that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CFA.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 46
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $78,234,407
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 171009
Website: ebersolefinancial.com (opens in new tab)
Phone: (781) 235-1111

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