Najarian Financial LLC fees and pricing

Financial planner in Braintree, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 26, 2026, Najarian Financial LLC charges $100⁠-⁠$250 an hour and a flat or project fee of $500⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$250/hr
“The negotiated hourly fee for these services is between $100 and $250.”
Flat or project fee
$500⁠-⁠$2,000
“The negotiated fixed rate for creating client financial plans is between $500 and $2,000.”

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

How Najarian Financial LLC bills

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

  • “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
  • “Clients may terminate the agreement without penalty for a full refund of NF's fees within five business days of signing the Investment Advisory Contract.”
  • “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Najarian Financial LLC’s fees compare

  • Its hourly rate of $100-$250 is below the Massachusetts median of $300. 10% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • None of the 6 other planners in Braintree that publish an hourly rate charge less.
  • Its flat or project fee of $500-$2,000 is below the Massachusetts median of $4,750. 8% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • None of the 5 other planners in Braintree that publish a flat or project fee charge less.

About Najarian Financial LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 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
2% a year
Clients
99
Employees
1
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$48,376,686
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
306339
Website
najarianfinancial.com (opens in new tab)
Phone
(617) 680-8169

Other planners in Braintree that publish fees

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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.