Holmes Investment Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000

“The typical financial plan costs $2,000.”

Annual fee

$1,000/yr

“We typically request a retainer of approximately $1,000 upon completion of our initial fact-finding session with the client.”

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

How Holmes Investment Management, Inc. bills

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

• “The balance is due upon completion of the financial plan.”
• “Fees in General Our fees are billed in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
• “Fees are negotiable based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.).”

How Holmes Investment Management, Inc.’s fees compare

• Its flat or project fee of $2,000 is below the Massachusetts median of $4,750. 16% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the Massachusetts median of $8,250. 5% of the 62 other Massachusetts planners that publish an annual fee charge less.

About Holmes Investment Management, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

129

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$49,504,256

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123920

Website

hhria.com (opens in new tab)

Phone

(508) 941-5888

Can advise clients in 2 states: Florida, Massachusetts

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