Good Harbor Advisors, Inc. fees and pricing
Financial planner in Gloucester, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 26, 2026, Good Harbor Advisors, Inc. charges $300 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“GHA charges an hourly fee of $300 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad-based written financial plan.”
- Flat or project fee
- $1,000-$10,000
“GHA will charge a fixed fee that ranges from $1,000.00 to $10,000.00 for broadbased planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Good Harbor Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly, in arrears, and are based on the value of your portfolio on the last day of the quarter.”
- “Payment in full is expected upon invoice presentation.”
- “The client must consent in advance to the direct debiting of their account.”
How Good Harbor Advisors, Inc.’s fees compare
- Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- None of the 2 other planners in Gloucester that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Massachusetts median of $4,750. 59% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Good Harbor Advisors, Inc.
- Firm size: 4 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
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
- 245
- 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, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $333,748,183
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143492
- Phone
- (978) 515-7119
Can advise clients in 4 states: California, Massachusetts, Maine, New Hampshire
Other planners in Gloucester that publish fees
- Solutions for DivorceGloucester$350/hr
- Wernau Asset ManagementGloucester$300/hr
- 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.