Exchange Place Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$250/hr

“These fees are negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis and/or $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$1,000⁠-⁠$5,000

From the same sentence as above.

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

How Exchange Place Advisors, LLC bills

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

• “Exchange Place’s annual fee is prorated and charged quarterly, in arrears, based upon the market value of the assets being managed by Exchange Place on the last day of the previous quarter.”
• “Alternatively, clients may elect to have Exchange Place send an invoice for payment.”
• “Exchange Place’s fees are prorated through the date of termination and any remaining balance is charged or refunded to the client, as appropriate.”

How Exchange Place Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Massachusetts median of $4,750. 35% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Exchange Place Advisors, LLC

• Firm size: 3 employees.
• Founded: 2003 (23 years).

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

Highest asset based fee in brochure

1% a year

Clients

248

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$379,715,479

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

125240

Phone

(978) 443-4405

Can advise clients in 9 states: California, Florida, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, South Carolina, Texas

Other planners in Sudbury that publish fees

• Cio Wealth Management, Inc.Sudbury$300/hr
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000

Compare all 463 planners in Massachusetts