Hawthorne Wellman Financial Planning, LLC fees and pricing
Financial planner in Tyngsboro, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Hawthorne Wellman Financial Planning, LLC charges $250 an hour and a flat or project fee of $3,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees are calculated at a rate of $250 per hour x the number of estimated hours of work.”
- Flat or project fee
- $3,000-$12,000
“Fixed fees for this service typically range from $3,000 to $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hawthorne Wellman Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the fee is due at the beginning of the engagement, and the remaining balance is due upon completion of the project.”
- “Financial Planning fees may be paid by electronic funds transfer, check, or credit card.”
- “Half of the fee is due at the beginning of the engagement, and the remaining balance is due upon completion of the project.”
How Hawthorne Wellman Financial Planning, LLC’s fees compare
- Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$12,000 spans the Massachusetts median of $4,750. 74% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Hawthorne Wellman Financial Planning, LLC
“Hawthorne Wellman Financial Planning, LLC (hereinafter referred to as “HWFP”, “we”, “firm”, and “us”) is a fee-only firm that specializes in providing financial planning and investment advisory services to individuals and families.”
- Principal: Lee Lundberg
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
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% a year
- Clients
- 4
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $74,877
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318685
- Phone
- (617) 758-8151
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
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.