Lavoie Wealth Advisors LLC fees and pricing
Financial planner in Cambridge, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 16, 2026, Lavoie Wealth Advisors LLC charges a flat or project fee of $7,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,500-$20,000
“The Advisor also offers standalone financial planning services for a fixed engagement fee ranging from $7,500 to $20,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lavoie Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Lavoie Wealth Advisors LLC’s fees compare
- Its flat or project fee of $7,500-$20,000 is above the Massachusetts median of $4,750. 89% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Cambridge that publish a flat or project fee charge less.
About Lavoie Wealth Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340995
- Phone
- (617) 302-7742
Other planners in Cambridge that publish fees
- East Horizon InvestmentsCambridge$300
- Fisher Financial StrategiesCambridge$420/hr, $3,200-$6,300
- GC Wealth Management RIA, LLCCambridge$10,000/yr
- Peabody River Asset Management, LLCCambridge$400/hr, $3,000/yr
- Pinney & Scofield, Inc.Cambridge$250-$500/hr
- R3i LLCCambridge$500/hr, $1,000-$10,000
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.