O'rourke & Company, Incorporated fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$60⁠-⁠$400/hr

“Hourly rates range from $60 to $400 per hour based upon the knowledge and experience of the individual providing the work.”

Flat or project fee

$500⁠-⁠$5,000

“Total costs for financial plans, whether per hour or on a fixed basis, generally range from $500 to $5,000 or more.”

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

How O'rourke & Company, Incorporated bills

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

• “These fees are negotiable at the sole discretion of the firm.”
• “Clients are billed on a quarterly basis, in arrears, based on the value of the account, as reflected in the SS&C Black Diamond system, on the last day of each calendar quarter.”
• “Fees are billed in 15-minute increments.”

How O'rourke & Company, Incorporated’s fees compare

• Its hourly rate of $60-$400 spans the Massachusetts median of $300. 26% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 4 of the 12 other planners in Boston that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Massachusetts median of $4,750. 28% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 4 of the 13 other planners in Boston that publish a flat or project fee charge less.

About O'rourke & Company, Incorporated

• Firm size: 4 employees.
• Registered as an adviser: 2005 (21 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

580

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$555,070,677

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

132481

Phone

(617) 482-4200

Can advise clients in 7 states: California, Florida, Massachusetts, New Hampshire, New York, South Carolina, Texas

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Brave Boat Capital AdvisorsBoston$1,000⁠-⁠$30,000
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• Claro Advisors Inc.Boston$500⁠-⁠$2,500

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