Pizarro Advisors fees and pricing
Financial planner in Taunton, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 19, 2026, Pizarro Advisors charges a monthly fee of $99 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $99/mo
“Fees for Financial Planning Services Pizarro Advisors charges each client an ongoing flat rate fee of $99/month for a client to receive Financial Planning Services. 2.) Fees for Business Consulting Services There is no set fee that Pizarro Advisors charges for this service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pizarro Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Thereafter, clients will be billed according to the following fees: 1.”
- “Fees are negotiable in certain circumstances, and the final fee arrangement is described in each client’s advisory agreement.”
- “Advisory fees are negotiable under certain circumstances at the sole discretion of Pizarro Advisors, and arrangements with any particular client can differ from those described below.”
About Pizarro Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333388
- Phone
- (774) 294-2633
Other planners in Taunton that publish fees
- Bristol Wealth GroupTaunton$350/hr, $500-$5,000
- 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Is something on this page wrong or out of date?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.