PlannerFees

Fichter & Co. Investors fees and pricing

Financial planner in Duxbury, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 19, 2024, Fichter & Co. Investors charges $180⁠-⁠$240 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 19, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$180⁠-⁠$240/hr
“Advice may be provided on a hourly basis at a fee of $180 - $240 / hour, or for a project fee agreed to by registrant and client.”

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

How Fichter & Co. Investors bills

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

  • “Fee is payable upon registrant's presentation of findings.”
  • “Fee is payable according to a timetable agreed to by registrant and client, typically upon registrant's presentation of findings, or at interim milestones. 4.”

How Fichter & Co. Investors’ fees compare

  • Its hourly rate of $180-$240 is below the Massachusetts median of $300. 22% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • None of the 2 other planners in Duxbury that publish an hourly rate charge less.

About Fichter & Co. Investors

“Does the applicant provide investment advisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other condition for starting or maintaining an account? Yes ✔ (If yes, describe on Schedule…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 1994 (32 years).

Planning areas mentioned in the brochure

  • Tax planning

Firm details from Form ADV

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
27
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$3,120,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
131997
Phone
(781) 585-2123

Other planners in Duxbury that publish fees

Compare all 6 planners in Duxbury

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