Pinney & Scofield, Inc. fees and pricing
Financial planner in Cambridge, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Pinney & Scofield, Inc. charges $250-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“The Firm’s planning and consulting fees are negotiable, but generally range from $250.00 to $500.00 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). 8 B.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pinney & Scofield, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event that the Firm bills the client directly, payment is due within 15 days of receiving the Firm’s invoice.”
- “The Firm shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
- “The Firm's annual investment advisory fee shall be paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”
How Pinney & Scofield, Inc.’s fees compare
- Its hourly rate of $250-$500 spans the Massachusetts median of $300. 75% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- None of the 4 other planners in Cambridge that publish an hourly rate charge less.
About Pinney & Scofield, Inc.
“The client can determine to engage the Firm to provide discretionary investment advisory and financial planning combined services on a fee-only basis.”
- Firm size: 4 employees.
- Registered as an adviser: 1985 (41 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 0.75% a year
- Clients
- 295
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $858,739,612
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105365
- Phone
- (617) 492-6223
Can advise clients in 16 states: California, Connecticut, Florida, Idaho, Louisiana, Massachusetts, Maine, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Rhode Island, Texas, Virginia, Vermont
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
- Peabody River Asset Management, LLCCambridge$400/hr, $3,000/yr
- R3i LLCCambridge$500/hr, $1,000-$10,000
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.