Meenes Wealth Partners fees and pricing
Financial planner in Shrewsbury, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 6, 2026, Meenes Wealth Partners charges a flat or project fee of $6,000-$15,000 and an annual fee of $10,000-$35,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,000-$15,000
“A one-time financial plan design fee, typically ranging from $6,000 to $15,000, may apply at the beginning of the engagement.”
- Annual fee
- $10,000-$35,000/yr
“Annual advisory fees generally range from $10,000 to $35,000 per year, depending on the complexity of the client's financial situation and the scope of services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Meenes Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable and agreed upon prior to entering a contract with any client.”
- “Advisory fees are billed quarterly after services are provided.”
- “All fees are negotiable and agreed upon in advance in a written advisory agreement.”
How Meenes Wealth Partners’ fees compare
- Its flat or project fee of $6,000-$15,000 is above the Massachusetts median of $4,750. 84% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- Its annual fee of $10,000-$35,000 is above the Massachusetts median of $8,250. 82% of the 62 other Massachusetts planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Meenes Wealth Partners
“The firm provides integrated financial planning and investment management, primarily serving a limited number of pre-retiree and retiree households.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $50,352,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158306
- Phone
- (508) 762-1678
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
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.