Fisher Financial Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$420/hr

“Fisher Financial Strategies charges a fee (fixed fee and/or hourly) for its services based on a maximum hourly rate of $420.”

Flat or project fee

$3,200⁠-⁠$6,300

“Financial planning engagements will typically range from $3,200 to $6,300, depending on the level and scope of the services required.”

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

How Fisher Financial Strategies bills

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

• “Hourly fees are normally billed in fifteen-minute increments, with a minimum engagement of one hour.”
• “Projects spanning more than three months may be billed quarterly.”
• “Fees are not collected for services to be provided more than 6 months in advance.”

How Fisher Financial Strategies’ fees compare

• Its hourly rate of $420 is above the Massachusetts median of $300. 86% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Cambridge that publish an hourly rate charge less.
• Its flat or project fee of $3,200-$6,300 spans the Massachusetts median of $4,750. 49% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Cambridge that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Fisher Financial Strategies

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

50

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

138411

Website

fisherfinancialstrategies.com (opens in new tab)

Phone

(866) 312-5605

Can advise clients in 2 states: Massachusetts, Rhode Island

Other planners in Cambridge that publish fees

• East Horizon InvestmentsCambridge$300
• GC Wealth Management RIA, LLCCambridge$10,000/yr
• Lavoie Wealth Advisors LLCCambridge$7,500⁠-⁠$20,000
• Peabody River Asset Management, LLCCambridge$400/hr, $3,000/yr
• Pinney & Scofield, Inc.Cambridge$250⁠-⁠$500/hr
• R3i LLCCambridge$500/hr, $1,000⁠-⁠$10,000

Compare all 11 planners in Cambridge