Fourth Quarter Retirement Strategies, LLC fees and pricing
Financial planner in Hopkinton, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Fourth Quarter Retirement Strategies, LLC charges a flat or project fee of $1,600 and a monthly fee of $200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,600
“Ongoing Comprehensive Financial Planning 6 Ongoing Financial Planning consists of an upfront charge of $1600 and an ongoing fee that is paid monthly, in advance, at the rate of $200 per month.”
- Monthly fee
- $200/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fourth Quarter Retirement Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer, check or credit card.”
- “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client.”
How Fourth Quarter Retirement Strategies, LLC’s fees compare
- Its flat or project fee of $1,600 is below the Massachusetts median of $4,750. 14% of the 158 other Massachusetts planners 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 Fourth Quarter Retirement Strategies, LLC
- Principal: Jeffrey N. Bograd
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Social Security
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307395
- Phone
- (781) 367-5718
Other planners in Hopkinton that publish fees
- Williams Wealth ManagementHopkinton$49-$419/mo
- 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
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
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.