New Shore Financial LLC fees and pricing

Published fees

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

Flat or project fee

$6,000⁠-⁠$10,000

“Ongoing Services – New Shore offers ongoing financial planning services for a fixed fee engagement ranging from $6,000 to $10,000 per engagement.”

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

How New Shore Financial LLC bills

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

• “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly at a blended rate, payable in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How New Shore Financial LLC’s fees compare

• Its flat or project fee of $6,000-$10,000 is above the Massachusetts median of $4,750. 78% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About New Shore Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$8,000 minimum fee (stated in brochure)

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$14,011,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301148

Website

newshorefinancial.com (opens in new tab)

Phone

(617) 699-6585

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

Compare all 463 planners in Massachusetts