Linnard Financial Management & Planning, Inc. fees and pricing
Financial planner in Boxborough, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2026, Linnard Financial Management & Planning, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The fee for consultation is $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Linnard Financial Management & Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any unpaid planning installments become payable upon termination.”
How Linnard Financial Management & Planning, Inc.’s fees compare
- Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Linnard Financial Management & Planning, Inc.
“Linnard Financial Management & Planning, Inc. (LFM&P) provides financial advice and management, including financial planning and investment management. Our primary planning focus is helping people prepare for and manage their financial affairs in retirement.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
- 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
- Clients
- 5
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,362,003
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130356
- Phone
- (978) 266-2958
Other planners in Boxborough that publish fees
- Sheltered Garden Financial Group LLCBoxborough$1,000-$50,000
- 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
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
Is something on this page wrong or out of date?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.