North Shore Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $3,000.”

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

How North Shore Wealth Management 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 NSWM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of NSWM’s fees, within five business days of signing the Financial Planning Agreement.”

How North Shore Wealth Management’s fees compare

• Its flat or project fee of $1,000-$3,000 is below the Massachusetts median of $4,750. 16% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• None of the 3 other planners in Westford that publish a flat or project fee charge less.

About North Shore Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 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

1.25% a year

Clients

2

Employees

1

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$1,862,498

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329710

Website

nshorewealthmanagement.com (opens in new tab)

Phone

(617) 420-8300

Other planners in Westford that publish fees

• Collaborative Wealth Advisors, LLCWestford$250/hr, $800⁠-⁠$4,000
• Hoyt Wealth ManagementWestford$4,800⁠-⁠$9,600, $300⁠-⁠$1,000/mo
• Perennial Advisors Group, LLCWestford$5,000
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 5 planners in Westford