Measured Wealth Private Client Group, LLC fees and pricing
Financial planner in Rye, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 17, 2026, Measured Wealth Private Client Group, LLC charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“We generally charge a minimum fee of $1,500 for written financial plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Measured Wealth Private Client Group, LLC’s fees compare
- Its flat or project fee of $1,500 is below the New Hampshire median of $5,400. 14% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
About Measured Wealth Private Client Group, LLC
“We are dedicated to providing individuals, families, charitable organizations and other businesses with asset management and planning services.”
- Firm size: 14 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- Minimum
- $1,500 minimum fee (stated in brochure)
- Clients
- 633
- Employees
- 14
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $528,341,951
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170442
- Phone
- (603) 431-1444
Can advise clients in 11 states: Colorado, Florida, Massachusetts, Maine, North Carolina, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Texas
Other planners in Rye that publish fees
- Seaport Financial Planning, LLCRye$250/hr, $1,000-$4,500
- 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
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.