Queenvest fees and pricing
Financial planner in Beverly, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 8, 2026, Queenvest charges a flat or project fee of $500-$25,000, a monthly fee of $450-$1,050, and a quarterly fee of $1,375-$3,150 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$25,000
“The fixed fee can range between $500 and $25,000 based on the estimate hourly work required.”
- Monthly fee
- $450-$1,050/mo
“The fees will range from $450 - $1,050 per month or $1,375 - $3,150 per quarter.”
- Quarterly fee
- $1,375-$3,150/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Queenvest bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable in some situations.”
- “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
- “In the event of an early termination, prior to the initial financial plan being completed, the unearned portion of the upfront fee will be prorated based on the amount of work completed and refunded to the client.”
How Queenvest’s fees compare
- Its flat or project fee of $500-$25,000 spans the Massachusetts median of $4,750. 87% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Queenvest
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
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% a year
- Clients
- 34
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $10,565,396
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 296891
- Phone
- (617) 913-7346
Can advise clients in 3 states: Massachusetts, Maine, New Hampshire
Other planners in Beverly that publish fees
- Christopher Investment AdvisorsBeverly$150/hr
- Family Fiduciary Services, Inc.Beverly$2,500-$5,000
- 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
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.