Fabco Investment Advisors, LLC fees and pricing

Financial planner in Newton Upper Falls, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 29, 2026, Fabco Investment Advisors, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “We charge $150 per hour for special financial planning projects.”

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

“The fees are charged in arrears and are payable as of 3/31, 6/30, 9/30 and 12/31 of each calendar year.”
“These fees are negotiable and are billed to the client when the project is completed.”
“Financial Planning fee invoices are mailed to the client as per the Financial Planning Agreement.”

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.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2012 (14 years).

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: 184
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $109,123,419
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 153020
Phone: (617) 916-1644

Is something on this page wrong or out of date?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.