Essential Asset Management, LLC fees and pricing

Published fees

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

Hourly rate

$150/hr

“The Advisors hourly fee will be billed at a rate of $150 per hour.”

Flat or project fee

$500

“The Advisor may charge a fixed fee for comprehensive financial planning services of $500 per plan.”

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

How Essential Asset Management, LLC bills

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

• “The Advisors hourly fees will be negotiated and agreed upon by the parties in advance.”
• “Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”
• “Fixed fees may be negotiated in advance based at the discretion of the Advisor.”

How Essential Asset Management, LLC’s fees compare

• Its hourly rate of $150 is below the Massachusetts median of $300. 4% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• None of the 3 other planners in Norwell that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Massachusetts median of $4,750. 4% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• None of the 3 other planners in Norwell that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Essential Asset Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158817

Website

essentialassetmanagement.net (opens in new tab)

Phone

(781) 569-4914

Other planners in Norwell that publish fees

• Autumn Lane Advisory LLCNorwell$250⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• Global Vision AdvisorsNorwell$200⁠-⁠$500/hr, $1,000⁠-⁠$50,000
• Gorman Financial ManagementNorwell$6,000/yr
• Montanari Financial Advisors Inc.Norwell$200/hr, $2,500
• Vincent Wealth Advisors LLCNorwell$2,500/yr

Compare all 9 planners in Norwell