Family Fiduciary Services, Inc. fees and pricing
Financial planner in Beverly, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 24, 2026, Family Fiduciary Services, Inc. charges a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“The fee for a financial plan typically ranges from $2,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Family Fiduciary Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Bill paying is a convenient and secure way to ensure monthly bills and expense are paid correctly and on time with the goal of reducing the burden and family stress.”
- “Lower fees for comparable services may be available from other investment advisers or Related Services providers. 5(B) Payment Methods Fees for Discretionary Investment Management Services and Related Services are payable quarterly in arrears.”
- “As stated previously in “5(B) – Payment Methods”, fees are paid each calendar quarter in arrears.”
How Family Fiduciary Services, Inc.’s fees compare
- Its flat or project fee of $2,500-$5,000 spans the Massachusetts median of $4,750. 42% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Family Fiduciary Services, Inc.
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 103
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $254,151,904
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146339
- Phone
- (978) 922-0050
Can advise clients in 3 states: Massachusetts, New Hampshire, Texas
Other planners in Beverly that publish fees
- Christopher Investment AdvisorsBeverly$150/hr
- QueenvestBeverly$500-$25,000, $450-$1,050/mo
- 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
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.