Martin Capital Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The negotiated hourly fee for these services is $500.”

Flat or project fee

$1,500⁠-⁠$5,000

“5 The negotiated fixed rate for creating client financial plans is between $1,500 and $5,000.”

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

How Martin Capital Planning bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of MCP's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of MCP's fees within five business days of signing the Investment Advisory Contract.”

How Martin Capital Planning’s fees compare

• Its hourly rate of $500 is above the Massachusetts median of $300. 90% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 2 other planners in East Longmeadow that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Massachusetts median of $4,750. 40% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Martin Capital Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337257

Website

martincapitalplanning.com (opens in new tab)

Phone

(413) 526-6720

Other planners in East Longmeadow that publish fees

• Bond Financial Group, Inc.East Longmeadow$250/hr, $500⁠-⁠$5,000
• Richard P. Doleva & AssociatesEast Longmeadow$150/hr
• 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

Compare all 3 planners in East Longmeadow