Larchmont Wealth Advisors fees and pricing
Financial planner in Lunenburg, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Larchmont Wealth Advisors charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“Types of Fees and Payment Schedule Financial Planning Services Financial planning services are based on an hourly rate of $175.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Larchmont Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be paid by check or draft from a US-based financial institution.”
- “Any remaining fees are due at delivery of our invoice which coincides with the presentation of your plan.”
- “An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.”
How Larchmont Wealth Advisors’ fees compare
- Its hourly rate of $175 is below the Massachusetts median of $300. 10% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Larchmont Wealth Advisors
“Offered Larchmont Wealth Advisors offers a range of advisory services that includes broad-based financial planning and portfolio management services that are customized to your individual needs.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Divorce
- Business owners
- Equity compensation
- 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% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,371,174
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175223
- Phone
- (978) 505-6044
Other planners in Massachusetts that publish fees
- 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
- Act 2 PlanningWinchester$100-$500
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.