Mission Park Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The one-time fee for “CollegeCostsTogetherSM” is based on an hourly rate of $250 per hour.”

Flat or project fee

$6,000

“The one-time fee for “GettingItTogetherSM” is $6,000.”

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

How Mission Park Capital, LLC bills

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

• “Fixed fees and management fees may be negotiated in advance at the sole discretion of the Advisor.”
• “Payment is due upon delivery of the plan report and invoicing by the Advisor.”
• “Payment will be made via check or through a qualified, unaffiliated third-party payment processor, such as QuickBooks Online (Intuit Payment Network), which requires prior authorization by the client.”

How Mission Park Capital, LLC’s fees compare

• Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• None of the 2 other planners in Waltham that publish an hourly rate charge less.
• Its flat or project fee of $6,000 is above the Massachusetts median of $4,750. 66% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Waltham that publish a flat or project fee charge less.

About Mission Park Capital, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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% a year

Clients

44

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$8,397,286

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297444

Website

missionparkcapital.com (opens in new tab)

Phone

(413) 597-8901

Can advise clients in 2 states: Massachusetts, New York

Other planners in Waltham that publish fees

• Atlantic Planning Group, LLCWaltham$500/hr, $1,000⁠-⁠$20,000
• Ballentine PartnersWaltham$10,000⁠-⁠$50,000/yr
• Lyon Financial Planning, LLCWaltham$550/hr, $12,000
• Savvi Financial LLCWaltham$1,500, $1,250/qtr

Compare all 9 planners in Waltham