Essex Capital Management fees
Financial planner in Lynn, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Essex Capital Management (Lynn, MA) charges $375 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change.
- Hourly rate
- $375/hr
Above the Massachusetts median of $300; 75% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“ECM charges an hourly fee for financial plans and for financial planning/consulting services at an hourly rate of $375.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2012 (14 years)
How Essex Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any account, any unpaid fees will be due and payable.”
- “The balance is generally due upon completion of the agreed upon services.”
About Essex Capital Management
“Essex Capital Management, LLC (“Advisor”) is a Massachusetts registered investment adviser that provides fee-only investment management and financial planning services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 50
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $46.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 2, 2026
- CRD number
- 164782 (opens in new tab)
- Phone
- (781) 595-0201
More planners in Massachusetts that publish fees
- Pennyfarthing Investment Management, L.L.C.AmherstHourly up to $150/hr
- Full Life Financial PlanningPembrokeHourly up to $225/hr, Flat $500-$5,000
- Von Blucher Capital LLCArlingtonFlat $1,000-$5,000
- Lechner AssociatesNorth AttleboroHourly $250/hr, Monthly $300/mo
- Morton Financial Advice LLCHarvardHourly $360-$600/hr, Flat $2,400-$7,500
- Linnard Financial Management & Planning, Inc.BoxboroughHourly $250/hr
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.