Matthew J Cohen Consulting 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.

Hourly rate

$125/hr

“Hourly services are charged at a rate of $125 per hour and fixed fees for written financial plans range from $1,250 to $2,000, depending on the complexity of the particular situation.”

Flat or project fee

$1,250⁠-⁠$2,000

From the same sentence as above.

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

How Matthew J Cohen Consulting bills

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

• “All rates are negotiable. _________________________________________________ Fee Billing Upon signing the service agreement, fees are payable as the lesser of $500 or one-half of the Total Analysis fee stated in the service agreement.”
• “Payment of invoices shall be made within twenty (20) days of receipt. _________________________________________________ Termination of Agreement Either party may terminate the Agreement at any time with written notice to the other.”
• “If the Agreement is terminated, all fees due at time of termination will be due and payable immediately.”

How Matthew J Cohen Consulting’s fees compare

• Its hourly rate of $125 is below the New Hampshire median of $275. None of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$2,000 is below the New Hampshire median of $5,400. 19% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Matthew J Cohen Consulting

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284073

Phone

(617) 901-1401

Other planners in Moultonborough that publish fees

• Greene & Company Financial Services LLCMoultonborough$180/hr
• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500

Compare all 112 planners in New Hampshire