PlannerFees

Quabbin Advisors fees and pricing

Financial planner in Amherst, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 4, 2026, Quabbin Advisors charges $175 an hour and a flat or project fee of $1,200⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$175/hr
“The fees for financial planning services are paid on a project basis and are based on a rate of $175 per hour, billed in 10- minute increments.”
Flat or project fee
$1,200⁠-⁠$3,000
“Many comprehensive financial plans are estimated to cost between $1200and $3000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Quabbin Advisors bills

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

  • “The annual fees may be negotiable and are pro-rated and paid in arrears on a quarterly basis.”
  • “Advisory fees may be directly debited from client accounts, or the client may choose to pay either check, credit card, or debit card.”
  • “An account may be terminated with written notice at least 15 calendar days in advance.”

How Quabbin Advisors’ fees compare

  • Its hourly rate of $175 is below the Massachusetts median of $300. 10% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,200-$3,000 is below the Massachusetts median of $4,750. 18% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Quabbin Advisors

“Quabbin Advisors, LLC (“Quabbin Advisors” or “the company”) provides financial planning and investment advisory services on a fee-only basis to individuals, families, non-profit organizations, and businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Megan Donnelly
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Equity compensation
  • Insurance analysis
  • Cash flow and budgeting

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
3% a year
Minimum
$750 minimum fee (stated in brochure)
Clients
47
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$109,766,450
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
160019
Website
quabbinadvisors.com (opens in new tab)
Phone
(413) 313-5037

Can advise clients in 3 states: Massachusetts, New Hampshire, Pennsylvania

Other planners in Amherst that publish fees

Compare all 463 planners in Massachusetts

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.