Flagship Harbor Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Flagship’s planning and consulting fees are negotiable, but generally range from $300 to $15,000 on a fixed fee basis, and from $100 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$300⁠-⁠$15,000

“These fees are negotiable, but generally range from $300 to $15,000 on a fixed fee basis and/or from $100 to $300 on Page | 14 Flagship Harbor Advisors, LLC Disclosure Brochure an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the…”

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

How Flagship Harbor Advisors, LLC bills

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

• “Certain costs, such as IRA and check writing fees may be charged separately.”
• “Flagship shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Clients have the option of having fees automatically deducted from their accounts, billed to them directly, or a combination of the two options.”

How Flagship Harbor Advisors, LLC’s fees compare

• Its hourly rate of $100-$300 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 1 of the 12 other planners in Boston that publish an hourly rate charge less.
• Its flat or project fee of $300-$15,000 spans the Massachusetts median of $4,750. 77% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 10 of the 13 other planners in Boston that publish a flat or project fee charge less.

About Flagship Harbor Advisors, LLC

• Principal: David Kaufman
• Firm size: 61 employees.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

2% a year

Clients

7,280

Employees

61

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$3,419,401,101

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155733

Website

flagshipharborsouthshore.com (opens in new tab)

Phone

(857) 350-4229

Can advise clients in 36 states: Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Brave Boat Capital AdvisorsBoston$1,000⁠-⁠$30,000
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• Claro Advisors Inc.Boston$500⁠-⁠$2,500

Compare all 47 planners in Boston