Global Vision Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“Fixed fees range from $1,000 to $50,000 while hourly fees range from $200 to $500 per hour.”

Flat or project fee

$1,000⁠-⁠$50,000

From the same sentence as above.

Annual fee

$1,500/yr

“There is a minimum fee of $1,500 per year, and fees are negotiable based on the complexity of the anticipated services to be provided and the complexity of your situation.”

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

How Global Vision Advisors bills

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

• “All fees are negotiable depending upon the actual services requested, the complexity of your situation and the representative providing the services.”
• “If termination occurs within 5 business days of entering into the agreement, services are terminated without penalty and you receive a full refund of all prepaid fees.”
• “After 5 business days, we charge on a prorated basis for our time expended to the date termination is effective.”

How Global Vision Advisors’ fees compare

• Its hourly rate of $200-$500 spans the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Norwell that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Massachusetts median of $4,750. 92% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Norwell that publish a flat or project fee charge less.
• Its annual fee of $1,500 is below the Massachusetts median of $8,250. 6% of the 62 other Massachusetts planners that publish an annual fee charge less.
• None of the 2 other planners in Norwell that publish an annual fee charge less.

About Global Vision Advisors

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 years).

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% a year

Clients

18

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145200

Website

globalvisionadvisors.com (opens in new tab)

Phone

(781) 740-8883

Other planners in Norwell that publish fees

• Autumn Lane Advisory LLCNorwell$250⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• Essential Asset Management, LLCNorwell$150/hr, $500
• Gorman Financial ManagementNorwell$6,000/yr
• Montanari Financial Advisors Inc.Norwell$200/hr, $2,500
• Vincent Wealth Advisors LLCNorwell$2,500/yr

Compare all 9 planners in Norwell