Pennyfarthing Investment Management, L.L.C. fees and pricing
Financial planner in Amherst, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Pennyfarthing Investment Management, L.L.C. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The maximum hourly fee charged to you should not exceed $150 per hour, a minimum of $450.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pennyfarthing Investment Management, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You could agree for us to buy and sell investments without our asking you in advance (a “discretionary account”).”
- “Fees are billed once each quarter in arrears.”
How Pennyfarthing Investment Management, L.L.C.’s fees compare
- Its hourly rate of $150 is below the Massachusetts median of $300. 4% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Pennyfarthing Investment Management, L.L.C.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.6% a year
- Clients
- 27
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $29,328,633
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123006
- Phone
- (413) 259-1900
Other planners in Amherst that publish fees
- Quabbin AdvisorsAmherst$175/hr, $1,200-$3,000
- 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Is something on this page wrong or out of date?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.