Old School Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$350/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $350 per hour.”

Flat or project fee

$2,500⁠-⁠$50,000

“Old School Capital's fixed fees typically range from $2,500 to $50,000.”

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

How Old School Capital LLC bills

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

• “Plan sponsors are invoiced in advance at the beginning of each calendar quarter.”
• “The balance is due upon completion of the plan.”
• “The client is billed quarterly in advance based on our total estimated Financial Planning fees.”

How Old School Capital LLC’s fees compare

• Its hourly rate of $100-$350 spans the Massachusetts median of $300. 23% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• None of the 2 other planners in Andover that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the Massachusetts median of $4,750. 94% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Old School Capital LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

2.5% a year

Employees

1

Works with

Banks

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118226

Website

oldschoolcapital.com (opens in new tab)

Phone

(978) 475-9040

Other planners in Andover that publish fees

• Bostonnorth Financial Services, Inc.Andover$250/hr
• Cox Capital Management LLCAndover$150⁠-⁠$350/hr
• 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 8 planners in Andover