PNL Investments fees and pricing
Financial planner in Dover, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, PNL Investments charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“For the services identified in this Agreement, Client will be charged on a flat fee basis, in the amount of $2,500 to $10,000 based on the complexity of the financial plan or project and the range of services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How PNL Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiated at the Advisors discretion and will be charged quarterly in arrears.”
- “Upon termination, no refund of fees will be made for services completed other than within the first five (5) business days from the date hereof.”
- “Fees for the initial quarter will be adjusted pro-rata based upon the number of calendar days in the calendar quarter that the Agreement goes into effect.”
How PNL Investments’ fees compare
- Its flat or project fee of $2,500-$10,000 spans the Massachusetts median of $4,750. 67% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About PNL Investments
- Principal: Matthey Lurvey
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.25% a year
- 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
- 339543
- Phone
- (339) 226-2425
Other planners in Dover that publish fees
- Walk You To WealthDover$500/mo
- 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.