Ouellette Wealth Advisory LLC fees and pricing
Financial planner in Lexington, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 29, 2026, Ouellette Wealth Advisory LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Financial Planning and Consulting Services Financial planning engagements are typically offered on a fixed fee basis ranging from $500 to $5,000 and are negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ouellette Wealth Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees for certain fee-based annuities are billed monthly or quarterly, in advance of the calendar quarter or month or arrears of the calendar quarter or month.”
- “Financial planning fees may be negotiable at the sole discretion of the Advisor.”
How Ouellette Wealth Advisory LLC’s fees compare
- 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.
- None of the 3 other planners in Lexington that publish a flat or project fee charge less.
About Ouellette Wealth Advisory LLC
- Firm size: 7 employees.
- Founded: 2017 (9 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
- 1.25% a year
- Clients
- 213
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $274,418,783
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289242
- Phone
- (781) 861-0766
Can advise clients in 6 states: California, Florida, Massachusetts, Maine, New Hampshire, Texas
Other planners in Lexington that publish fees
- Innovative Advisory GroupLexington$150-$500/hr, $500-$20,000
- Sustainable Investment Partners LLCLexington$500/hr, $2,000-$10,000
- Wingate Wealth Advisors, Inc.Lexington$3,500-$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
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.