Proctor Financial fees and pricing
Financial planner in Sherborn, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Proctor Financial charges an annual fee of $12,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $12,500/yr
“For clients choosing to meet with a principal of the firm, the minimum annual fee is $12,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Proctor Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management and Financial Planning fees are billed quarterly, in arrears, meaning that we invoice clients after the three-month billing period has ended.”
- “The client must consent in advance to direct debiting of their investment account.”
- “At termination, fees will be billed on a pro rata basis for the portion of the quarter completed using the same method as for non-terminated accounts, adjusted for the number of days during the billing quarter prior to termination.”
How Proctor Financial’s fees compare
- Its annual fee of $12,500 is above the Massachusetts median of $8,250. 69% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Proctor Financial
- Firm size: 5 employees.
- Registered as an adviser: 2002 (24 years).
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
- 1.5% a year
- Minimum
- $12,500 minimum fee (stated in brochure)
- Clients
- 210
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $382,297,097
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122021
- Phone
- (781) 235-0405
Can advise clients in 5 states: California, Florida, Massachusetts, New Hampshire, Texas
Other planners in Massachusetts that publish fees
- 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
- Act 2 PlanningWinchester$100-$500
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.