Lighthouse Capital, LLC fees and pricing
Financial planner in Boston, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Lighthouse Capital, LLC charges a quarterly fee of $2,625 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,625/qtr
“This would equal $2,625 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
About Lighthouse Capital, LLC
“The adviser provides formal financial planning for individuals, families, and corporations. The adviser provides consulting services for Qualified Retirement Plans (“QRP”), or better known as 401k plans.”
- Firm size: 3 employees.
- Registered as an adviser: 2008 (18 years).
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
- 2% a year
- Clients
- 127
- Employees
- 3
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $44,527,558
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147497
- Phone
- (617) 980-1183
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Boston that publish fees
- Atwater Wealth Management, Inc.Boston$2,500-$10,000
- Beyond Your Hammock LLCBoston$500-$8,000, $300-$2,000/mo
- Bowditch Advisory Services, LPBoston$225/hr
- Brave Boat Capital AdvisorsBoston$1,000-$30,000
- Choate Investment AdvisorsBoston$525-$1,750/hr, $1,000-$2,500
- Claro Advisors Inc.Boston$500-$2,500
Is something on this page wrong or out of date?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.