Financial Management Associates, LLC fees and pricing
Financial planner in Windham, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Financial Management Associates, LLC charges $100-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$250/hr
“A fee of between $100-$250/hr may be imposed depending on who is providing the advice.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Management Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The professional relationship may be terminated by FMA or client at will.”
How Financial Management Associates, LLC’s fees compare
- Its hourly rate of $100-$250 is below the New Hampshire median of $275. 6% of the 52 other New Hampshire planners that publish an hourly rate charge less.
About Financial Management Associates, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 343
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $135,796,343
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327502
- Phone
- (978) 687-2867
Can advise clients in 4 states: Florida, Massachusetts, New Hampshire, Texas
Other planners in Windham that publish fees
- Sunflower Financial Planning, LLCWindham$350/hr, $3,500-$10,000
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
Is something on this page wrong or out of date?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.