Osher Capital Advisors, LLC fees and pricing
Financial planner in Great Barrington, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 27, 2026, Osher Capital Advisors, LLC charges a monthly fee of $200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $200/mo
“The monthly fee shall be a minimum of $200 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Osher Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees from consulting services will be invoiced on a maximum of a quarterly basis, but will more commonly be invoiced on a monthly basis, and will be due upon receipt of invoice.”
About Osher Capital Advisors, LLC
“The Advisor may provide its clients with a broad range of financial planning, investment management, and/or consulting services (including non-investment related matters), which may address, among other issues, discretionary investment services, estate and retirement planning services, college planning, educational…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 3
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147412
- Phone
- (917) 841-8806
Can advise clients in 1 state: New York
Other planners in Great Barrington that publish fees
- Tableaux WealthGreat Barrington$300/hr, $1,000-$10,000
- 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
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
Is something on this page wrong or out of date?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.