Hathaway Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000

“The Advisor charges a minimum annual financial planning fee of $4,000, with fees based on the complexity of the Client’s planning needs but not to exceed $50,000 per year.”

Annual fee

$4,000⁠-⁠$50,000/yr

“The Advisor charges an annual financial planning fee which ranges from $4,000 to $50,000 per year, based on the complexity of the Client’s planning needs.”

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

How Hathaway Advisory 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 in arrears of each calendar month, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Financial planning services are provided pursuant to a written financial planning agreement and are billed based on the complexity of the Client’s circumstances and the scope of services to be provided.”

How Hathaway Advisory’s fees compare

• Its flat or project fee of $4,000 is below the Massachusetts median of $4,750. 45% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Arlington that publish a flat or project fee charge less.
• Its annual fee of $4,000-$50,000 spans the Massachusetts median of $8,250. 90% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Hathaway Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$10,991,750

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337833

Website

hathawayadvisory.com (opens in new tab)

Phone

(617) 203-6127

Can advise clients in 2 states: Massachusetts, Maryland

Other planners in Arlington that publish fees

• Arlington Investment AdvisorsArlington$195⁠-⁠$350/hr
• Neiman & Associates Financial Services, LLCArlington$375/hr, $5,000⁠-⁠$50,000
• Stardust Wealth StrategiesArlington$500/hr, $10,000⁠-⁠$100,000
• Von Blucher Capital LLCArlington$1,000⁠-⁠$5,000

Compare all 6 planners in Arlington