PlannerFees

Finivi Inc. fees and pricing

Financial planner in Westborough, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Finivi Inc. charges $200⁠-⁠$350 an hour and a flat or project fee of $1,500⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$350/hr
“Comprehensive Financial Planning Comprehensive Financial Planning fees are based on the scope, complexity, and professional rendering of the financial planning services, but typically the negotiable fees range from $200 - $350 on an hourly basis or $1,500 - $25,000 on a fixed fee basis.”
Flat or project fee
$1,500⁠-⁠$25,000

From the same sentence as above.

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

How Finivi Inc. bills

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

  • “Fees are payable in advance and before any services are provided.”
  • “Fees are payable in advance of any estate planning services being rendered.”
  • “Payment must be made in advance before any Family Meeting services are delivered.”

How Finivi Inc.’s fees compare

  • Its hourly rate of $200-$350 spans the Massachusetts median of $300. 48% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$25,000 spans the Massachusetts median of $4,750. 89% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Westborough that publish a flat or project fee charge less.

About Finivi Inc.

“Finivi Inc. (“Finivi” or the “Firm”) offers various advisory services, including financial planning, consulting, and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 10 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • College planning
  • Business owners

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
683
Employees
10
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed
$308,429,675
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
292329
Website
linkedin.com/company/finivi (opens in new tab)
Phone
(508) 870-0440

Can advise clients in 9 states: California, Colorado, Connecticut, Florida, Massachusetts, Maine, New Hampshire, Rhode Island, Texas

Other planners in Westborough that publish fees

Compare all 4 planners in Westborough

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.