Norton Financial Consultants fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees are billed at a rate of $350 per hour and are paid as services are rendered.”

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

How Norton Financial Consultants’ fees compare

• Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Medway that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Norton Financial Consultants

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA and ChFC®.
• Registered as an adviser: 1996 (30 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117351

Website

nortonfinancial.com/home (opens in new tab)

Phone

(508) 429-7000

Can advise clients in 2 states: Florida, Massachusetts

Other planners in Medway that publish fees

• American Retirement & Investment Strategies, LLCMedway$150⁠-⁠$300/hr, $500⁠-⁠$1,500
• Richardson Financial ServicesMedway$250/hr, $2,000⁠-⁠$7,500
• 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

Compare all 3 planners in Medway