Plan for It Financial, LLC fees and pricing
Financial planner in Salem, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Plan for It Financial, LLC charges $350 an hour and a flat or project fee of $3,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly rate is $350.”
- Flat or project fee
- $3,500-$7,500
“Fixed fee rates range between $3,500 - $7,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plan for It Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears, ranging from $400 - $700.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are paid by electronic funds transfer (EFT) or check.”
How Plan for It Financial, LLC’s fees compare
- Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$7,500 spans the Massachusetts median of $4,750. 59% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Plan for It Financial, LLC
- Principal: Christopher Lazzaro
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326809
- Phone
- (781) 808-2349
Other planners in Salem that publish fees
- Abraham, Robert Ralph JRSalem$400-$3,000
- Red Clover Wealth Management, LLCSalem$500/hr, $500/mo
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- 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.