Financial Solutions Associates fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300

“Financial Solutions Associates’ hourly fee for providing financial planning services is $300.”

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

How Financial Solutions Associates bills

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

• “This hourly fee is non-negotiable although a fixed fee may be agreed upon in lieu of the hourly rate.”
• “These fees are charged in advance and are calculated based on the market value of the account on the last day of the preceding calendar quarter.”
• “Advisory fees are not prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”

How Financial Solutions Associates’ fees compare

• Its flat or project fee of $300 is below the Massachusetts median of $4,750. None of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• None of the 2 other planners in Dedham that publish a flat or project fee charge less.

About Financial Solutions Associates

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate 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

1.5% a year

Clients

270

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$171,891,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130397

Website

govermanfinancialsolutions.net (opens in new tab)

Phone

(781) 251-0505

Can advise clients in 8 states: California, Florida, Massachusetts, Maine, New Hampshire, New York, Texas, Virginia

Other planners in Dedham that publish fees

• Beck Bode LLCDedham$500⁠-⁠$12,000
• Fox Hill Wealth ManagementDedham$500⁠-⁠$7,500
• Gregory M Doherty, CPADedham$250/hr
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 6 planners in Dedham