Peabody River Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The fee for financial planning services, which may include non-specific investment advice, is $400 per hour or a negotiated annual retainer whose minimum is $1000.”

Annual fee

$3,000/yr

“There is a minimum annual fee of $3000.”

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

How Peabody River Asset Management, LLC bills

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

• “Clients may elect to be billed directly for fees or to authorize Peabody River to directly debit fees from client accounts.”
• “If the latter, Peabody River will forward an invoice just before or just after the fees have been debited.”
• “It will not, however, credit the amount of taxes on realized capital gains, if any, from these sales, because Peabody River cannot know these in advance.”

How Peabody River Asset Management, LLC’s fees compare

• Its hourly rate of $400 is above the Massachusetts median of $300. 81% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Cambridge that publish an hourly rate charge less.
• Its annual fee of $3,000 is below the Massachusetts median of $8,250. 13% of the 62 other Massachusetts planners that publish an annual fee charge less.
• None of the 2 other planners in Cambridge that publish an annual fee charge less.

About Peabody River Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2007 (19 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

0.9% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

9

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$12,872,958

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143644

Website

peabodyriver.com (opens in new tab)

Phone

(617) 497-6358

Other planners in Cambridge that publish fees

• East Horizon InvestmentsCambridge$300
• Fisher Financial StrategiesCambridge$420/hr, $3,200⁠-⁠$6,300
• GC Wealth Management RIA, LLCCambridge$10,000/yr
• Lavoie Wealth Advisors LLCCambridge$7,500⁠-⁠$20,000
• Pinney & Scofield, Inc.Cambridge$250⁠-⁠$500/hr
• R3i LLCCambridge$500/hr, $1,000⁠-⁠$10,000

Compare all 11 planners in Cambridge