Neiman & Associates Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“Holistic Comprehensive Financial Planning Planning fees are on an hourly basis at a rate of $375 per hour.”

Flat or project fee

$5,000⁠-⁠$50,000

“Clients Neiman charges annual retainer fees ranging from $5,000 to $50,000 for ongoing comprehensive financial planning/investment advisory arrangements.”

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

How Neiman & Associates Financial Services, LLC bills

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

• “Neiman bills comprehensive financial planning Clients for services provided either monthly, or upon the beginning and completion of the plan.”
• “All fees are negotiable on a case-by-case basis, at the sole discretion of the Advisor.”
• “Neiman bills hourly engagement Clients for services provided either monthly, or upon the beginning and completion of the plan.”

How Neiman & Associates Financial Services, LLC’s fees compare

• Its hourly rate of $375 is above the Massachusetts median of $300. 75% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Arlington that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$50,000 is above the Massachusetts median of $4,750. 95% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Arlington that publish a flat or project fee charge less.

About Neiman & Associates Financial Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2002 (24 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

1.5% a year

Clients

36

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$37,038,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123641

Website

twitter.com/debneiman (opens in new tab)

Phone

(781) 641-5700

Other planners in Arlington that publish fees

• Arlington Investment AdvisorsArlington$195⁠-⁠$350/hr
• Hathaway AdvisoryArlington$4,000, $4,000⁠-⁠$50,000/yr
• Stardust Wealth StrategiesArlington$500/hr, $10,000⁠-⁠$100,000
• Von Blucher Capital LLCArlington$1,000⁠-⁠$5,000

Compare all 6 planners in Arlington