Perennial Advisors Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“Compensation – Financial Planning Services We typically offer financial planning services as part of our Wealth Management Services, however, should the client engage us for stand-alone financial planning services, we charge a fixed fee of $5,000.”

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

How Perennial Advisors Group, LLC bills

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

• “Financial planning fees are invoiced by us upon completion of the agreed upon deliverable[s] and are due upon receipt of our invoice.”
• “Clients may elect to be invoiced directly for fees or to authorize us to directly debit fees from client accounts.”
• “If the client made an advance payment, we would refund any unearned portion of the advance payment.”

How Perennial Advisors Group, LLC’s fees compare

• Its flat or project fee of $5,000 is above the Massachusetts median of $4,750. 53% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Westford that publish a flat or project fee charge less.

About Perennial Advisors Group, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: EA.
• Founded: 1998 (28 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

191

Employees

4

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

$397,397,651

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128600

Website

perennialadvisorsgroup.com (opens in new tab)

Phone

(978) 577-6025

Can advise clients in 4 states: Massachusetts, Maine, New Hampshire, Texas

Other planners in Westford that publish fees

• Collaborative Wealth Advisors, LLCWestford$250/hr, $800⁠-⁠$4,000
• Hoyt Wealth ManagementWestford$4,800⁠-⁠$9,600, $300⁠-⁠$1,000/mo
• North Shore Wealth ManagementWestford$1,000⁠-⁠$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

Compare all 5 planners in Westford