Patriot Advisory Group fees and pricing

Financial planner in Portsmouth, New Hampshire. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 30, 2026, Patriot Advisory Group charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Financial planning fees are billed at a rate of $350 per hour, on an hourly basis only.”

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

“Total fees range from $350 to $5,000 and are payable upon delivery of the financial plan.”
“Pre-payment of fees will not exceed $500 per client, 6 months in advance.”
“All investment advisory accounts are managed on a discretionary basis which allows PAG to buy and sell securities for your account without asking you in advance.”

Its hourly rate of $350 is above the New Hampshire median of $275. 67% of the 52 other New Hampshire planners that publish an hourly rate charge less.
6 of the 9 other planners in Portsmouth that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 116
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $22,610,864
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 120649
Website: patriotadvisory.com (opens in new tab)
Phone: (603) 766-1936

Is something on this page wrong or out of date?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.