Nashoba Valley Wealth Management fees and pricing
Financial planner in Stow, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 16, 2026, Nashoba Valley Wealth Management charges $500 an hour, a flat or project fee of $2,000-$6,000, and a monthly fee of $100-$250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our hourly rate is $500.”
- Flat or project fee
- $2,000-$6,000
“Ongoing Comprehensive Financial Planning NVWM collects an initial fee, ranging from $2,000 to $6,000.”
- Monthly fee
- $100-$250/mo
“Fees are paid in arrears, ranging from $100 to $250 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nashoba Valley Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Nashoba Valley Wealth Management’s fees compare
- Its hourly rate of $500 is above the Massachusetts median of $300. 90% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$6,000 spans the Massachusetts median of $4,750. 45% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Nashoba Valley Wealth Management
- Principal: Joseph Hanley
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342479
- Phone
- (978) 333-7565
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.