Girard Capital Management fees
Financial planner in Westborough, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Girard Capital Management (Westborough, MA) charges a flat or project fee of up to $10,000 for financial planning.
- Website: girardcapitalmanagement.com (opens in new tab)
- Call (508) 320-7646
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change.
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the Massachusetts median is $5,375.
“The negotiated fixed rate for creating client financial plans is between $50 and $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2025
How Girard Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of GCM's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of GCM’s fees, within five business days of signing the Financial Planning Agreement.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 22, 2026
- CRD number
- 333846 (opens in new tab)
- Phone
- (508) 320-7646
More planners in Massachusetts that publish fees
- AndersonLaneNeedhamFlat $4,000-$12,000
- Larchmont Wealth AdvisorsLunenburgHourly $175/hr
- Essex Capital ManagementLynnHourly $375/hr
- Atwater Wealth Management, Inc.BostonHourly up to $500/hr, Flat $2,500-$10,000
- TechGen FinancialSharonHourly $250-$400/hr, Annual $5,000-$30,000/yr
- Meridian Financial Advisors, LLCHollistonFlat $4,000-$10,000
Is something on this page wrong or out of date?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.