O.F.O. Partners, LLC fees
Financial planner in Hingham, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, O.F.O. Partners, LLC (Hingham, MA) charges a flat or project fee of up to $25,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Flat or project fee
- Up to $25,000
Can go up to $25,000; the Massachusetts median is $5,375.
“The Advisor may also offer project-based financial consulting services for up to $25,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
How O.F.O. Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment advisory fees are paid quarterly in advance, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Financial consulting fees are paid monthly in advance, pursuant to the terms of the financial consulting agreement.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 10
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $110 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 1, 2026
- CRD number
- 297424 (opens in new tab)
- Phone
- (617) 829-8800
Registered or notice filed in 2 states: Florida, Massachusetts
Other planners in Hingham that publish fees
- Aequitas Investment Advisors, LLCHinghamHourly $175-$350/hr
- Nexten FPHinghamFlat up to $10,000
- One Financial Design, LLCHinghamHourly $350/hr, Flat $400-$5,000
- Sandy Cove Advisors, LLCHinghamHourly $100-$500/hr
More planners in Massachusetts that publish fees
- MG Financial LLCBraintreeHourly $85-$850/hr
- Tableaux WealthGreat BarringtonHourly $300/hr, Flat $1,000-$10,000
- Still River Financial PlanningAyerHourly $250/hr, Flat $3,000-$6,000
- DJG Financial Services, Inc.East WeymouthHourly $350/hr
- Copper Beech Wealth ManagementMansfieldFlat $5,000-$10,000
- PNL InvestmentsDoverFlat $2,500-$10,000
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.