Purefi Wealth, LLC fees and pricing
Financial planner in Boston, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Purefi Wealth, LLC charges $1,000 an hour and a flat or project fee of $1,000-$250,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“The maximum hourly fee to be charged will not exceed $1000.”
- Flat or project fee
- $1,000-$250,000
“Our flat fees range from $1000 to $250,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Purefi Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Our advisory fee is negotiable, depending on individual Client circumstances and account type.”
- “Our Retirement Plan Consulting services are billed on a flat fee basis, or a fee based on the percentage of Plan assets under management.”
How Purefi Wealth, LLC’s fees compare
- Its hourly rate of $1,000 is above the Massachusetts median of $300. 99% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- 10 of the 12 other planners in Boston that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$250,000 spans the Massachusetts median of $4,750. 99% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 13 of the 13 other planners in Boston that publish a flat or project fee charge less.
About Purefi Wealth, LLC
- Firm size: 10 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 92
- Employees
- 10
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $326,410,945
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328459
- Phone
- (617) 488-9320
Can advise clients in 7 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New York, Texas
Other planners in Boston that publish fees
- Atwater Wealth Management, Inc.Boston$2,500-$10,000
- Beyond Your Hammock LLCBoston$500-$8,000, $300-$2,000/mo
- Bowditch Advisory Services, LPBoston$225/hr
- Brave Boat Capital AdvisorsBoston$1,000-$30,000
- Choate Investment AdvisorsBoston$525-$1,750/hr, $1,000-$2,500
- Claro Advisors Inc.Boston$500-$2,500
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.