PlannerFees

Northpointe Financial Advisors LLC fees and pricing

Financial planner in Milton, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 21, 2026, Northpointe Financial Advisors LLC charges a flat or project fee of $600, a monthly fee of $165⁠-⁠$300, and a quarterly fee of $495⁠-⁠$900 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$600
“Ongoing Financial Planning NPFA collects an initial fee, no greater than $600.”
Monthly fee
$165⁠-⁠$300/mo
“Fees are paid monthly or quarterly in arrears, ranging from $165 to $300 per month or from $495 to $900 per quarter.”
Quarterly fee
$495⁠-⁠$900/qtr

From the same sentence as above.

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

How Northpointe Financial Advisors LLC 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 Northpointe Financial Advisors LLC’s fees compare

  • Its flat or project fee of $600 is below the Massachusetts median of $4,750. 5% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Northpointe Financial Advisors LLC

“We offer financial planning services, investment management services, and educational seminars and speaking engagements.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
Employees
2
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
326895
Website
northpointefa.com (opens in new tab)
Phone
(617) 291-4347

Can advise clients in 2 states: Illinois, Massachusetts

Other planners in Milton that publish fees

Compare all 463 planners in Massachusetts

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.