Powwow, LLC fees and pricing

Financial planner in North Andover, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 5, 2026, Powwow, LLC charges $360 an hour and a monthly fee of $240 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $360/hr; “A project minimum or estimate will be agreed upon before the start of any work and will be billed at the preferred hourly rate of $360 per hour.”
Monthly fee: $240/mo; “If none is chosen and no material contact or additional request for service is made after plan completion, the engagement will be considered terminated on the 1-year anniversary of the planning agreement. 10 Ongoing Financial Planning Membership Program (Subscription Fee) The membership program consists of an…”

Payment and refund terms, quoted from the fee section of the brochure.

“The annual fees are negotiable and may be provided on a pro bono basis at POW’s discretion.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“However, POW will not bill an amount above $500 more than 6 months in advance.”

Its hourly rate of $360 is above the Massachusetts median of $300. 75% of the 183 other Massachusetts planners that publish an hourly rate charge less.
3 of the 3 other planners in North Andover that publish an hourly rate charge less.

Principal: Quentara Costa
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2016 (10 years).

How the firm is paid: Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 7
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed: $6,051,224
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284571
Website: powwowllc.com (opens in new tab)
Phone: (978) 685-7526

Can advise clients in 2 states: Massachusetts, New Hampshire

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