Fair Weather Strategies LLC fees
Financial planner in Andover, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Fair Weather Strategies LLC (Andover, MA) charges $300 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
- Website: fairweatherinvesting.com (opens in new tab)
- Call (978) 494-5841
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Massachusetts median of $300; 41% of the 131 other planners in Massachusetts that publish an hourly rate charge less. Both other planners in Andover charge less.
“The hourly fee charged by Advisor for standalone financial planning services is currently $300 per hour.”
- Flat or project fee
- $1,000-
$5,000 Below the Massachusetts median of $5,375; 22% of the 105 other planners in Massachusetts that publish a flat or project fee charge less. The one other planner in Andover charges more.
“A typical base level standalone financial plan will generally range in cost from $1000 to $5000 but may cost more if more extensive modular work is involved.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2012 (14 years)
How Fair Weather Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is generally based on the Standard Fee Schedule below but in certain rare cases is negotiable based on your history and relationship with us.”
- “In addition, Cash Management accounts ( accounts in which Client is invested in cash and cash equivalent assets only ) are billed at a lower rate than standard, non-Cash Management accounts.”
- “If an account is opened mid-quarter, fees are prorated based on the number of days services are provided during the initial billing period.”
About Fair Weather Strategies LLC
- Principal: Thomas G. Kilgallen
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 51
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 9, 2026
- CRD number
- 163031 (opens in new tab)
- Phone
- (978) 494-5841
Registered in 3 states: Massachusetts, New Hampshire, New York
Other planners in Andover that publish fees
- Cox Capital Management LLCAndoverHourly $150-$350/hr
- Old School Capital LLCAndoverHourly $100-$350/hr, Flat $2,500-$50,000
More planners in Massachusetts that publish fees
- True North Wealth AdvisorsBostonHourly up to $500/hr, Flat up to $6,000
- Single Point PartnersBostonMonthly $350/mo
- Encore Investment Advisors, LLCNorth AttleboroughAnnual up to $20,000/yr
- TechGen FinancialSharonHourly $250-$400/hr, Annual $5,000-$30,000/yr
- Fox Hill Wealth ManagementDedhamFlat $500-$7,500
- FinArc Investments, Inc.NorwoodHourly $300/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.