Montanari Financial Advisors Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Hourly consulting beyond a comprehensive financial plan is billed at $200 per hour for non-managed clients.”

Flat or project fee

$2,500

“Comprehensive financial plans are billed as a flat fee of $2,500.”

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

How Montanari Financial Advisors Inc. bills

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

• “As discussed in Item 4(B), "management" clients are billed quarterly as a percentage of portfolio value.”
• “This fee is negotiable if clients intend to commit assets for management, therefore becoming a "management" client.”
• “In either option, the client receives a copy of Jhe invoice for the quarterly period.”

How Montanari Financial Advisors Inc.’s fees compare

• Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Norwell that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Massachusetts median of $4,750. 22% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Norwell that publish a flat or project fee charge less.

About Montanari Financial Advisors Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1999 (27 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

Minimum

$2,500 minimum fee (stated in brochure)

Clients

56

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$35,547,206

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

133075

Phone

(781) 659-2380

Other planners in Norwell that publish fees

• Autumn Lane Advisory LLCNorwell$250⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• Essential Asset Management, LLCNorwell$150/hr, $500
• Global Vision AdvisorsNorwell$200⁠-⁠$500/hr, $1,000⁠-⁠$50,000
• Gorman Financial ManagementNorwell$6,000/yr
• Vincent Wealth Advisors LLCNorwell$2,500/yr

Compare all 9 planners in Norwell