PlannerFees

Gwendolyn J. Floyd, CPA, Cfp(r) fees and pricing

Financial planner in Hull, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 13, 2026, Gwendolyn J. Floyd, CPA, Cfp(r) charges $350 an hour and an annual fee of $11,200⁠-⁠$16,800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“On an hourly basis of $350 per hour. o One-half of the estimated total cost for an hourly engagement is due and payable upon execution of the Agreement, with the balance due and payable upon completion of the agreed upon services.”
Annual fee
$11,200⁠-⁠$16,800/yr
“As a fixed annual fee, typically ranging from $11,200 to $16,800 depending on the nature and complexity of each client’s circumstances. o Our fixed annual fee will be charged in quarterly installments, with the first payment due upon execution of the Agreement, and on the same day quarterly thereafter.”

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

How Gwendolyn J. Floyd, CPA, Cfp(r) bills

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

  • “If either party terminates the engagement pursuant to the terms in the Agreement, we will refund the initial fee, less the value of services provided prior to the termination, based on an hourly rate of $350 per hour.”
  • “If either party terminates this engagement pursuant to the terms in the Agreement, we will refund the most recently paid quarterly fee, less the value of services provided prior to the termination, based on an hourly rate of $350 per hour.”
  • “If either party terminates this engagement pursuant to the terms in the Agreement, we will refund the initial payment, less the value of services provided prior to the termination, based on an hourly rate of $350 per hour.”

How Gwendolyn J. Floyd, CPA, Cfp(r)’s fees compare

  • Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its annual fee of $11,200-$16,800 is above the Massachusetts median of $8,250. 71% of the 62 other Massachusetts planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Gwendolyn J. Floyd, CPA, Cfp(r)

“We provide financial planning to individuals, including high net worth individuals, families, and businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
155152
Phone
(781) 925-5754

Other planners in Massachusetts that publish fees

Compare all 463 planners in Massachusetts

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.