Investor Resources Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Fees ● Hourly Fee: $150 per hour, billed upon completion of service or as otherwise agreed in writing. ● Fixed Fee: $500 to $15,000 depending on project scope, billed upon completion or as otherwise agreed in writing.”

Flat or project fee

$500⁠-⁠$15,000

From the same sentence as above.

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

How Investor Resources Inc bills

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

• “Fees are prorated for midquarter deposits and withdrawals exceeding a threshold agreed upon in the advisory agreement.”
• “All fees are negotiable based on the complexity of the engagement, the scope of services, the size of the account, or other factors.”
• “Billing Method Advisory fees may be deducted directly from client accounts or billed directly to clients.”

How Investor Resources Inc’s fees compare

• Its hourly rate of $150 is below the Massachusetts median of $300. 4% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Massachusetts median of $4,750. 77% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Investor Resources Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1996 (30 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$18,414,345

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128722

Website

investorresources.com (opens in new tab)

Phone

(617) 728-9990

Other planners in Charlestown that publish fees

• Vista Way AdvisorsCharlestown$200⁠-⁠$300/hr, $750⁠-⁠$950
• 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

Compare all 463 planners in Massachusetts