Gray Private Wealth, LLC fees
Financial planner in Canton, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Gray Private Wealth, LLC (Canton, MA) charges $250-$600 an hour and a flat or project fee from $5,000 for financial planning.
- Website: grayprivatewealth.com (opens in new tab)
- Call (781) 232-2020
- 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 March 16, 2026. Fees can change.
- Hourly rate
- $250-
$600/hr Runs from below the Massachusetts median of $300 to above it.
“Fees will range from $250 to $600 per hour or a minimum of $5,000 on a fixed fee basis.”
- Flat or project fee
- From $5,000
Starts at $5,000; the Massachusetts median is $5,375.
From the same sentence as above.
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
- 8 employees
How Gray Private Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees will be billed as time is incurred and no fees will be prepaid.”
- “If the Client would like to review the financial plan on a semi-annual or annual basis, they will also be billed as the time is incurred either on an hourly or fixed fee basis depending on the size of the plan.”
- “Retirement plan advisory fees are typically paid quarterly in arrears, pursuant to the terms of the retirement plan advisory agreement.”
About Gray Private Wealth, LLC
- Founded: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 262
- Works with
- Individuals, high net worth individuals, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $541 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 27, 2026
- CRD number
- 128547 (opens in new tab)
- Phone
- (781) 232-2020
Registered or notice filed in 8 states: California, Florida, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, Texas
More planners in Massachusetts that publish fees
- Beyond Your Hammock LLCBostonFlat $500-$8,000, Monthly $300-$2,000/mo
- Wellfin360LynnfieldHourly $200/hr, Flat $1,500-$3,000
- Autumn Lane Advisory LLCNorwellHourly $250-$500/hr, Flat $2,500-$15,000
- Infinite Summer Financial PlanningNeedhamHourly $225/hr, Flat $1,500-$7,500
- Montanari Financial Advisors Inc.NorwellHourly $200/hr, Flat $2,500
- Slate Peak Financial Services, LLCMedfieldHourly $200/hr
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.