GrowthFocus Wealth Management LLC fees
Financial planner in Swansea, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, GrowthFocus Wealth Management LLC (Swansea, MA) charges a flat or project fee of $250-$3,000 for financial planning.
- Website: growthfocuswealth.com (opens in new tab)
- Call (774) 644-6437
- 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 28, 2026. Fees can change.
- Flat or project fee
- $250-
$3,000 Below the Massachusetts median of $5,375; 8% of the 105 other planners in Massachusetts that publish a flat or project fee charge less.
“GrowthFocus offers stand-alone financial planning services for a fixed fee ranging from $250 to $3,000 per engagement.”
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
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How GrowthFocus Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in arrears pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 14
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 28, 2026
- CRD number
- 307445 (opens in new tab)
- Phone
- (774) 644-6437
More planners in Massachusetts that publish fees
- Plan for It Financial, LLCSalemHourly $350/hr, Flat $3,500-$7,500
- Tiedemann & Associates Investment Advisors, Inc.WestonHourly $300/hr
- Stardust Wealth StrategiesArlingtonHourly $500/hr, Flat $2,000-$20,000
- Cottage Street AdvisorsMarionHourly $250-$500/hr, Flat $2,500-$10,000
- Hawthorne Wellman Financial Planning, LLCTyngsboroHourly $250/hr, Flat $3,000-$12,000
- Bowditch Advisory Services, LPBostonHourly $225/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.