FinArc Investments, Inc. fees
Financial planner in Norwood, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, FinArc Investments, Inc. (Norwood, MA) charges $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Massachusetts median of $300; 41% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“Since fees are payable in arrears, you will be responsible for a prorated fee based on services performed. 7 ©2017 National Compliance Services 800-800-3204 General Consulting Fees We may provide general consulting services based on our firm's current hourly rate of $300, where an Associated Person of our firm…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- 4 employees
How FinArc Investments, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Refunds are not applicable since fees are payable in arrears.”
- “Fees are due upon completion of services rendered, and are not negotiable.”
- “The consulting fee is payable at the conclusion of each session or as invoiced.”
About FinArc Investments, Inc.
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 93
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $188 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 166571 (opens in new tab)
- Phone
- (781) 762-8080
Registered or notice filed in 5 states: Massachusetts, New Hampshire, New York, Texas, Vermont
More planners in Massachusetts that publish fees
- Powwow, LLCNorth AndoverHourly $360/hr, Monthly $240/mo
- Von Blucher Capital LLCArlingtonFlat $1,000-$5,000
- Philip J. Sagan Financial Consulting, Inc.NewtonHourly $425/hr
- Hoyt Wealth ManagementWestfordHourly up to $250/hr, Flat $4,800-$9,600
- Paragon Financial AdvisorsNewtonHourly $400/hr, Annual $4,000-$30,000/yr
- Gardiner Financial, Inc.WellesleyHourly $200/hr, Monthly $75/mo
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.