It Matters Financial, LLC fees and pricing
Financial planner in Nashua, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, It Matters Financial, LLC charges $200 an hour and a monthly fee of $150 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The Advisor offers stand-alone hourly financial planning services at an hourly rate of $200.”
- Monthly fee
- $150/mo
“A monthly planning fee of $150.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How It Matters Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable at the Advisor’s sole discretion.”
- “The initial fee for financial planning is charged at the commencement of services and will be invoiced directly to the Client.”
How It Matters Financial, LLC’s fees compare
- Its hourly rate of $200 is below the New Hampshire median of $275. 15% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About It Matters Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,233,920
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284275
- Phone
- (603) 345-0933
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Nashua that publish fees
- Fairscale Capital, LLCNashua$200-$300/hr, $600-$10,000
- Peak Wealth Management LLCNashua$500-$5,000
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
Is something on this page wrong or out of date?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.