Fee-Only Financial Planning fees and pricing
Financial planner in Hadley, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Fee-Only Financial Planning charges $100 an hour and a flat or project fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“For financial planning services, FOFP is compensated on either an hourly basis ($100/hour) or on a flat fee basis.”
- Flat or project fee
- $100-$500
“Typically, flat fees range from $100 to $500 depending upon the complexity of the work.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fee-Only Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are then billed upon the completion of the work.”
- “Money Management For money management Clients, an annual fee of .10 of one percent is calculated on either a monthly or quarterly basis and charged in arrears.”
- “Clients are billed directly by the Advisor.”
How Fee-Only Financial Planning’s fees compare
- Its hourly rate of $100 is below the Massachusetts median of $300. 1% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $100-$500 is below the Massachusetts median of $4,750. None of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Fee-Only Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 1994 (32 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 21
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $62,012,744
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128824
- Phone
- (413) 586-8002
Other planners in Massachusetts that publish fees
- 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
- Act 2 PlanningWinchester$100-$500
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.