MacDonald Wealth Management, LLC fees
Financial planner in Mansfield, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, MacDonald Wealth Management, LLC (Mansfield, MA) charges $300 an hour and a flat or project fee of $2,000-$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 31, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Massachusetts median of $300; 41% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“Our hourly fee is $300 and our fixed fee generally ranges from $2,000 to $10,000 higher based on the complexity.”
- Flat or project fee
- $2,000-
$10,000 Runs from below the Massachusetts median of $5,375 to above it.
From the same sentence as above.
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
- Team size
- 2 employees
- Registered since
- 2019 (7 years)
How MacDonald Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
About MacDonald Wealth Management, LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 187
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $38.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 300063 (opens in new tab)
- Phone
- (508) 500-9960
Registered in 3 states: Massachusetts, New Hampshire, Rhode Island
Other planners in Mansfield that publish fees
- Copper Beech Wealth ManagementMansfieldFlat $5,000-$10,000
More planners in Massachusetts that publish fees
- Family Fiduciary Services, Inc.BeverlyFlat $2,500-$5,000
- Pinney & Scofield, Inc.CambridgeHourly $250-$500/hr
- Bowditch Advisory Services, LPBostonHourly $225/hr
- MOK Financial Planning & Tax, Inc.MillisHourly $250/hr, Annual $175-$500/yr
- SW Private Wealth, LLCNeedhamHourly $350/hr
- Pizarro AdvisorsTauntonMonthly $99/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.