Pathways Financial Consulting LLC fees
Financial planner in Needham, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Pathways Financial Consulting LLC (Needham, MA) charges a flat or project fee of up to $10,000 and a monthly fee of up to $800 for financial planning.
- Website: pathwaysfinancialconsulting.com (opens in new tab)
- Call (781) 202-1701
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change.
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the Massachusetts median is $5,375.
“Fixed engagement fees range up to $10,000.”
- Monthly fee
- Up to $800/mo
“Ongoing fees range up to $800 per month.”
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
- Credentials held at the firm
- CFP® professional (opens in new tab) and CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Pathways Financial Consulting 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 may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
About Pathways Financial Consulting LLC
- Founded: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 9
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 30, 2026
- CRD number
- 329375 (opens in new tab)
- Phone
- (781) 202-1701
Other planners in Needham that publish fees
- Breakwater Financial, LLCNeedhamHourly $400/hr, Monthly $300-$1,500/mo
- Centerpoint Advisors, LLCNeedhamHourly $350-$400/hr, Flat $3,500-$10,000
- Infinite Summer Financial PlanningNeedhamHourly $225/hr, Flat $1,500-$7,500
- SW Private Wealth, LLCNeedhamHourly $350/hr
- AndersonLaneNeedhamFlat $4,000-$12,000
- KJH Financial ServicesNeedhamHourly $225/hr, Annual up to $10,000/yr 2023 brochure
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.