Martha's Vineyard Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“These fees are negotiable, but start at $2,500 on a fixed fee basis and up to $250 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Martha's Vineyard Investment Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
• “You will be charged a pro-rata portion of the advisory fee up to the date of termination.”
• “The annual fee is prorated and charged quarterly in arrears, based upon the market value of the average daily account balance during the quarter.”

How Martha's Vineyard Investment Advisors, LLC’s fees compare

• Its flat or project fee of $2,500 is below the Massachusetts median of $4,750. 22% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Martha's Vineyard Investment Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

336

Employees

6

Works with

Individuals, high net worth individuals, banks, charities, state and local governments, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$342,913,476

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

291599

Website

mvinvestmentadvisors.com (opens in new tab)

Phone

(508) 693-8850

Can advise clients in 4 states: Massachusetts, Maryland, New Hampshire, Texas

Other planners in Massachusetts that publish fees

• 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
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts