Flagship Private Wealth fees and pricing
Financial planner in Woburn, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 25, 2026, Flagship Private Wealth charges a flat or project fee of $750-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$7,500
“The fixed rate for creating client financial plans is between $750 and $7,500, based on the complexity of the financial plan, and is payable in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Flagship Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of FPW's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of FPW’s fees, within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid via check.”
How Flagship Private Wealth’s fees compare
- Its flat or project fee of $750-$7,500 spans the Massachusetts median of $4,750. 47% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Woburn that publish a flat or project fee charge less.
About Flagship Private Wealth
- Firm size: 4 employees.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.35% a year
- Clients
- 597
- Employees
- 4
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $447,232,172
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175277
- Phone
- (781) 756-0090
Can advise clients in 11 states: California, Colorado, Connecticut, Florida, Massachusetts, Maine, New Hampshire, New York, Pennsylvania, Texas, Virginia
Other planners in Woburn that publish fees
- Alta Wealth Advisors LLCWoburn$150-$350/hr, $250-$2,500
- Katapult Financial Planning LLCWoburn$350/hr, $4,000-$10,000
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
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.