Invest Track Financial, LLC fees and pricing
Financial planner in Wakefield, Rhode Island. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Invest Track Financial, LLC charges a monthly fee of $100-$900 and a quarterly fee of $300-$2,700 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $100-$900/mo
“For ongoing financial planning services, we charge a recurring fixed fee in arrears on a monthly or quarterly basis ranging from $100 to $900 per month or $300 to $2,700 per quarter and we may accept payment by check or EFT.”
- Quarterly fee
- $300-$2,700/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Invest Track Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees, Costs, Conflicts, and Standard of Conduct WHAT FEES WILL I PAY? The amount of fees you pay to our firm and the frequency in which you are billed depends on the services being provided.”
- “For our wealth management service, we will deduct fees monthly in arrears directly from your managed account(s) based on the market value of your account(s) as of the last day of the billing period.”
- “In certain circumstances, we may accept payment by electronic funds transfer-EFT or check.”
About Invest Track Financial, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 29
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $61,205,713
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323211
- Phone
- (401) 787-1226
Other planners in Wakefield that publish fees
- D & P Investment Advisors, LTD.Wakefield$270-$300/hr
- Alvarez & Associates FinancialCentral Falls$200/hr, $750-$1,500
- Axis Wealth Partners, LLCEast Providence$150/hr, $250-$2,500
- Blue Chip Financial Advisors, LLCEast Providence$250/hr
- Bountiful Investment Management LLCRumford$250/hr, $500-$5,000
- Breachway Investments, LLCCharlestown$200/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.