Needham Advisory Corporation fees and pricing
Financial planner in North Andover, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 5, 2026, Needham Advisory Corporation charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Investment Consultation Investment consultation services are available at an hourly rate of $250.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Needham Advisory Corporation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Pay-by-check – we will issue you an invoice for our services monthly and you will pay us by check.”
- “Advisory fees payable to us do not include all the fees you will pay when we purchase or sell securities for your account(s).”
- “Accounts custodied through Needham Advisory as part of a consultation arrangement will be billed an annual administrative fee of $250.00.”
How Needham Advisory Corporation’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.
- 1 of the 3 other planners in North Andover that publish an hourly rate charge less.
About Needham Advisory Corporation
- Firm size: 5 employees.
- Registered as an adviser: 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
- 2.5% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 143
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $102,400,806
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105378
- Phone
- (978) 681-8821
Can advise clients in 3 states: Massachusetts, New Hampshire, Texas
Other planners in North Andover that publish fees
- Connolly Financial Advisors, Inc.North Andover$95-$250/hr
- Demers Financial PlanningNorth Andover$10,000/yr
- Flying Point Financial, Inc.North Andover$250/hr
- Powwow, LLCNorth Andover$360/hr, $240/mo
- Rootson Capital LLCNorth Andover$1,000-$10,000
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.