Memento Financial Planning fees
Financial planner in Oak Bluffs, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Memento Financial Planning (Oak Bluffs, MA) charges $350 an hour, a flat or project fee of $3,000-$12,000, and a quarterly fee of $1,500-$3,000 for financial planning.
- Website: mementofinancialplanning.com (opens in new tab)
- Call (508) 687-0723
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Massachusetts median of $300; 60% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“Hourly Financial Planning will be offered at an hourly rate of $350.”
- Flat or project fee
- $3,000-
$12,000 Runs from below the Massachusetts median of $5,375 to above it.
“Project-Based Financial Planning consists of a one-time fee at the rate of $3,000 to $12,000 and is based on the complexity and needs of the client.”
- Quarterly fee
- $1,500-
$3,000/qtr “Currently, this fee ranges from a minimum of $6,000 to a maximum of $12,000 annually per client, or $1,500 to $3,000 per quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2018 (8 years)
How Memento Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Direct fee payments are made through AdvicePay, a third-party payment processor through which the client may securely input banking information.”
- “The fee is billed monthly or quarterly in advance based on the estimated duration of the project.”
- “Fees for this service may be paid by electronic funds transfer or check.”
About Memento Financial Planning
Planning areas mentioned in the brochure
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 38
- 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
- $35.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 27, 2026
- CRD number
- 297990 (opens in new tab)
- Phone
- (508) 687-0723
Registered in 2 states: Massachusetts, New York
More planners in Massachusetts that publish fees
- Vista Way AdvisorsCharlestownHourly $200-$300/hr, Flat $750-$950
- AndersonLaneNeedhamFlat $4,000-$12,000
- Linnard Financial Management & Planning, Inc.BoxboroughHourly $250/hr
- Vineyard Wealth Group, LLCVineyard HavenFlat $1,000-$8,000
- Shilla Advisory LLCMarlboroughFlat $5,000-$20,000
- Titanium Advisors, LLCFranklinHourly $300/hr, Flat $3,000-$5,000
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.