Just Wealth LLC fees and pricing
Financial planner in Pittsfield, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Just Wealth LLC charges an annual fee of $7,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,000/yr
“Clients are subject to a minimum annual fee of $7,000 for individuals and $10,000 for couples.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Just Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees and schedule are negotiable, based on the financial circumstances and needs of the Client.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 15 calendar days in advance.”
How Just Wealth LLC’s fees compare
- Its annual fee of $7,000 is below the Massachusetts median of $8,250. 42% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Just Wealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Charitable giving
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
- 1.2% a year
- Minimum
- $7,000 minimum fee (stated in brochure)
- Clients
- 30
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $27,544,387
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324593
- Phone
- (617) 804-1032
Can advise clients in 2 states: Louisiana, Massachusetts
Other planners in Pittsfield that publish fees
- Cascade Wealth Management Solutions Inc.Pittsfield$300/hr
- East River Capital Management LLCPittsfield$100-$500/hr, $2,000-$200,000
- 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
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.