R3i LLC fees and pricing

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.

Hourly rate

$500/hr

“If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion of work, however, R3I will not bill an amount above $500.00 more than 6 months in advance. 4 In the event of early termination, the client will be billed for the hours worked at a rate of…”

Flat or project fee

$1,000⁠-⁠$10,000

“The fixed fee can range between $1,000.00 and $10,000.00, depending on needs of the client, their financial goals and complexity of their financial situation.”

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

How R3i LLC bills

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

• “If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”
• “If the initial deposit is less, then the client will be billed the difference.”
• “The fee may be negotiable in certain cases.”

How R3i LLC’s fees compare

• Its hourly rate of $500 is above the Massachusetts median of $300. 90% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Cambridge that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Massachusetts median of $4,750. 59% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Cambridge that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About R3i LLC

• Principal: Delaney Nowell
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340483

Phone

(617) 420-2699

Other planners in Cambridge that publish fees

• East Horizon InvestmentsCambridge$300
• Fisher Financial StrategiesCambridge$420/hr, $3,200⁠-⁠$6,300
• GC Wealth Management RIA, LLCCambridge$10,000/yr
• Lavoie Wealth Advisors LLCCambridge$7,500⁠-⁠$20,000
• Peabody River Asset Management, LLCCambridge$400/hr, $3,000/yr
• Pinney & Scofield, Inc.Cambridge$250⁠-⁠$500/hr

Compare all 11 planners in Cambridge