Granite Wealth Management LLC fees
Financial planner in Plymouth, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 23, 2026, Granite Wealth Management LLC (Plymouth, MA) charges $350-$500 an hour and a flat or project fee of $1,000-$15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 23, 2026. Fees can change.
- Hourly rate
- $350-
$500/hr Above the Massachusetts median of $300; 89% of the 131 other planners in Massachusetts that publish an hourly rate charge less. Both other planners in Plymouth charge less.
“Our hourly charge ranges from $350 per hour to $500 per hour and fixed fees fall within the range of $1,000 to $15,000.”
- Flat or project fee
- $1,000-
$15,000 Runs from below the Massachusetts median of $5,375 to above it.
“Fixed fees are variable based on the scope of the arrangement and anticipated complexity of the services to be provided and fall within the range of $1,000 and $15,000.”
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
- 2021 (5 years)
How Granite Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and the fee range stated is a guide.”
- “Consulting fees are paid in arrears upon issuance of an invoice to the Client, which typically occurs monthly.”
- “Planning and consulting fees are paid by check as agreed to by the client and Granite Wealth Management in the planning and consulting agreement.”
About Granite Wealth Management LLC
“Granite Wealth provides personalized investment management services, financial planning services and financial consulting services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 173
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $87.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 23, 2026
- CRD number
- 309868 (opens in new tab)
- Phone
- (508) 746-4228
Registered in 2 states: Massachusetts, Rhode Island
Other planners in Plymouth that publish fees
- 1620 Investment Advisors, Inc.PlymouthHourly $75-$175/hr
- Tyler Street CapitalPlymouthHourly $250-$375/hr, Flat $5,000-$15,000
More planners in Massachusetts that publish fees
- Clear View Wealth Advisors, LLCAmesburyHourly $100-$300/hr, Flat from $300
- PlanDynamic, LLCFraminghamHourly up to $250/hr, Monthly $100-$150/mo
- Paceline Wealth Management, LLCMedfieldHourly up to $500/hr, Flat $5,000-$20,000
- Carl P. Sherr & Co., LLCWorcesterHourly $300/hr, Annual from $5,000/yr
- Kastel Capital Advisors, LLCWellesleyHourly $325/hr
- TechGen FinancialSharonHourly $250-$400/hr, Annual $5,000-$30,000/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.