Philip J. Sagan Financial Consulting, Inc. fees and pricing
Financial planner in Newton, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 14, 2026, Philip J. Sagan Financial Consulting, Inc. charges $425 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $425/hr
“My hourly rate is $425.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Philip J. Sagan Financial Consulting, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Refunds of fees paid in advance are based on the firm's percentage of completion of the service.”
- “The client, in turn, may pay either one-half of the estimate or pay in full upon completion of the service.”
- “Each client has the right to check the firm's disciplinary history at the Securities Division of the Commonwealth of Massachusetts.”
How Philip J. Sagan Financial Consulting, Inc.’s fees compare
- Its hourly rate of $425 is above the Massachusetts median of $300. 86% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Newton that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Philip J. Sagan Financial Consulting, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130358
- Phone
- (617) 244-9700
Other planners in Newton that publish fees
- Brock Hill Wealth ManagementNewton$500/hr
- Emma Research LLCNewton$200/hr
- Insight Financial StrategistsNewton$300/hr, $5,500
- Paragon Financial AdvisorsNewton$400/hr, $4,000-$30,000/yr
- Renaissance Wealth Advisors, LLCNewton$1,500-$20,000/yr
- Takayoshi Wealth Management LLCNewton$5,000, $3,500/yr
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.