Hark Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fixed fee rates typically range between $3,000 and $10,000, and our hourly rate is $350.”

Flat or project fee

$3,000⁠-⁠$10,000

From the same sentence as above.

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

How Hark Financial Planning bills

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

• “Fees could be negotiable and the final agreed upon fee will be outlined in your advisory agreement.”
• “For Project-Based Financial Planning, HFP may request half of the fee be collected in advance, with the remainder due upon completion of the services.”
• “Fees are paid monthly in advance, typically ranging from $400 to $1,000.”

How Hark Financial Planning’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 flat or project fee of $3,000-$10,000 spans the Massachusetts median of $4,750. 70% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Hark Financial Planning

• Principal: Eric Scruggs
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$25,725,781

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324693

Website

harkfp.com (opens in new tab)

Phone

(617) 221-8784

Other planners in Massachusetts that publish fees

• 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
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts