PortfoliosBoston fees
Financial planner in East Dennis, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, PortfoliosBoston (East Dennis, MA) charges $150 an hour for financial planning.
- Website: portfoliosboston.com (opens in new tab)
- Call (617) 721-6392
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change.
- Hourly rate
- $150/hr
Below the Massachusetts median of $300; 3% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“PortfoliosBoston may also provide investment and retirement planning advice through individual consultations at an hourly rate of $150 per hour, although this arrangement is not common.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $100,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 1994 (32 years)
How PortfoliosBoston bills
Payment and refund terms, quoted from the fee section of the brochure.
- “See detail above in Part A regarding paying fees in advance and obtaining a refund.”
About PortfoliosBoston
“PortfoliosBoston provides investment services to individuals and trusts, generally working with those who are retired or close to retirement.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 21
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $20.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 23, 2026
- CRD number
- 133132 (opens in new tab)
- Phone
- (617) 721-6392
More planners in Massachusetts that publish fees
- Clearvue Advisors LLCMiltonHourly $350/hr, Flat $5,000-$10,000
- MacDonald Wealth Management, LLCMansfieldHourly $300/hr, Flat $2,000-$10,000
- Laurence Financial Planning LLCDanversHourly $175/hr
- Paceline Wealth Management, LLCMedfieldHourly up to $500/hr, Flat $5,000-$20,000
- Wealthmind Financial PlanningCambridgeHourly $425/hr
- Meenes Wealth PartnersShrewsburyFlat $6,000-$15,000, Annual $10,000-$35,000/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.