LCW Planning and Investments, LLC fees
Financial planner in Lawrence, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, LCW Planning and Investments, LLC (Lawrence, MA) charges a flat or project fee of $2,500-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Flat or project fee
- $2,500-
$10,000 Runs from below the Massachusetts median of $5,375 to above it.
“LCW offers standalone financial planning services for a fixed engagement fee ranging from $2,500 to $10,000 per engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- 2 employees
- Registered since
- 2025
How LCW Planning and Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the investment advisory 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.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 338407 (opens in new tab)
- Phone
- (978) 689-8822
Registered in 2 states: Massachusetts, New Hampshire
More planners in Massachusetts that publish fees
- Kastel Capital Advisors, LLCWellesleyHourly $325/hr
- Atwater Wealth Management, Inc.BostonHourly up to $500/hr, Flat $2,500-$10,000
- Dhyan Capital ManagementNorwellHourly up to $400/hr
- Beacon Financial Planning, IncHyannisAnnual $5,000/yr
- SW Private Wealth, LLCNeedhamHourly $350/hr
- Williams Wealth ManagementHopkintonMonthly $49-$419/mo
Is something on this page wrong or out of date?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.