Radius Capital Advisors fees
Financial planner in Concord, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 16, 2026, Radius Capital Advisors (Concord, MA) charges a flat or project fee of $2,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change.
- Flat or project fee
- $2,000-
$5,000 Below the Massachusetts median of $5,375; 29% of the 105 other planners in Massachusetts that publish a flat or project fee charge less. The one other planner in Concord charges more.
“Fees for Financial Planning Services Radius offers financial planning services for a fixed fee ranging from $2,000 to $5,000 based on the nature and complexity of the services provided and the overall relationship with the Advisor.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2026
How Radius Capital Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due upon completion of the engagement deliverables and may be waived if the Client chooses to execute its financial plan with Radius for ongoing advisory services.”
- “Fees are invoiced/collected within the first five business days of each quarter.”
- “Similarly, if an account is closed before the last day of the quarter, we will prorate fees from the beginning of the quarter to the date on which the advisory relationship ends and refund any unearned, prepaid fees.”
About Radius Capital Advisors
“We provide a variety of financial planning services to individuals and families based on their specific goals, objectives, and financial circumstances.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of June 16, 2026
- CRD number
- 341631 (opens in new tab)
- Phone
- (617) 661-4200
Other planners in Concord that publish fees
- AVK PartnersConcordFlat up to $25,000
- Cape Ann Capital, Inc.ConcordAnnual $3,000/yr
- Monument Group Wealth Advisors, LLCConcordHourly $250-$500/hr, Flat $2,000-$30,000
More planners in Massachusetts that publish fees
- Demers Financial PlanningNorth AndoverAnnual from $10,000/yr
- Pathways Financial Consulting LLCNeedhamFlat up to $10,000, Monthly up to $800/mo
- Gorman Financial ManagementNorwellAnnual from $6,000/yr
- East River Capital Management LLCPittsfieldHourly $100-$500/hr
- Hoyt Wealth ManagementWestfordHourly up to $250/hr, Flat $4,800-$9,600
- Sustainable Investment Partners LLCLexingtonHourly $500/hr, Flat $2,000-$10,000
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.