Main Effort Financial, Inc. fees
Financial planner in Holliston, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Main Effort Financial, Inc. (Holliston, MA) charges up to $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Capped at $300, at or below the Massachusetts median of $300.
“Hourly engagements are billed at an hourly rate of up to $300 per hour.”
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
How Main Effort Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Financial planning services are billed either on an hourly basis or a fixed engagement fee.”
About Main Effort Financial, Inc.
- Founded: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 189
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $86.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 2, 2026
- CRD number
- 297091 (opens in new tab)
- Phone
- (508) 893-9990
Registered in 3 states: Florida, Illinois, Massachusetts
Other planners in Holliston that publish fees
- Meridian Financial Advisors, LLCHollistonFlat $4,000-$10,000
More planners in Massachusetts that publish fees
- Quabbin AdvisorsAmherstHourly $175/hr, Flat $1,200-$3,000
- Dreamfield Planning Group, LLCBraintreeHourly $375/hr, Annual $8,500/yr
- Generous Wealth ManagementMarshfieldHourly $250/hr, Annual $3,000-$10,000/yr
- Lavoie Wealth Advisors LLCCambridgeFlat $7,500-$20,000
- Encore Investment Advisors, LLCNorth AttleboroughAnnual up to $20,000/yr
- Needham Advisory CorporationNorth AndoverHourly $250/hr
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.