Ingeniq Capital fees
Financial planner in Bedford, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Ingeniq Capital (Bedford, MA) charges $350 an hour, a flat or project fee of $3,800-$8,000, and a monthly fee of $300-$1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Massachusetts median of $300; 60% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“Upon request and mutual agreement, services are offered at an hourly rate of $350 per hour.”
- Flat or project fee
- $3,800-
$8,000 Runs from below the Massachusetts median of $5,375 to above it.
“The fixed fee can range between $3,800 and $8,000, depending on complexity and the needs of the client.”
- Monthly fee
- $300-
$1,000/mo “Client signs up for this service, Ongoing Financial Planning service will begin upon delivery of an initial Comprehensive Financial Plan, followed by an ongoing service fee at a rate between $300.00 and $1000.00 per month (billed quarterly in advance) based on complexity of financial situation as approximated by…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Ingeniq Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for this service may be paid by electronic funds transfer (EFT) or credit card.”
- “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis at 1/4 of the annual fee rate, based on the average daily balance of the accounts under agreement.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
About Ingeniq Capital
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $2.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 29, 2026
- CRD number
- 327212 (opens in new tab)
- Phone
- (737) 808-2828
Registered in 2 states: California, Massachusetts
More planners in Massachusetts that publish fees
- Old School Capital LLCAndoverHourly $100-$350/hr, Flat $2,500-$50,000
- QueenvestBeverlyFlat $500-$25,000, Monthly $450-$1,050/mo
- Neiman & Associates Financial Services, LLCArlingtonHourly $375/hr, Annual $5,000-$50,000/yr
- Lyon Financial Planning, LLCWalthamHourly $550/hr, Flat $12,000
- Successful Money Strategies IncFall RiverFlat $1,500-$5,000
- FABCO Investment Advisors, LLCNewton Upper FallsHourly $150/hr
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.