PlannerFees

Flying Point Financial, Inc. fees and pricing

Financial planner in North Andover, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 1, 2026, Flying Point Financial, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Compensation – Financial Planning Financial Planning fees are charged on an hourly basis of $250 per hour.”

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

How Flying Point Financial, Inc. bills

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

  • “Compensation – Raymond James Programs Clients participating in Raymond James sponsored managed account programs pay program or wrap fees, generally deducted quarterly in advance.”
  • “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
  • “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Flying Point Financial, Inc.’s fees compare

  • Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in North Andover that publish an hourly rate charge less.

About Flying Point Financial, Inc.

“We typically provide a variety of wealth management services to individuals and families, in several areas of a client’s financial situation, depending on their goals, objectives, and resources.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: EA.
  • Founded: 1998 (28 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning
  • Charitable giving

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
191
Employees
4
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, pension consulting, and selecting other advisers
Assets managed
$206,723,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
107915
Website
flyingpointfinancial.com (opens in new tab)
Phone
(978) 975-3000

Can advise clients in 5 states: Florida, Massachusetts, Maine, New Hampshire, South Carolina

Other planners in North Andover that publish fees

Compare all 7 planners in North Andover

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.