Reverie Wealth 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

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$500⁠-⁠$20,000

“Fixed fee rates range between $500 - $20,000.”

Annual fee

$1,800⁠-⁠$40,000/yr

“We charge a recurring fixed quarterly or monthly fee ranging between $1,800 - $40,000 per year.”

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

How Reverie Wealth bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Reverie Wealth’s fees compare

• Its hourly rate of $350 is above the New Hampshire median of $275. 67% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the New Hampshire median of $5,400. 89% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• Its annual fee of $1,800-$40,000 spans the New Hampshire median of $7,100. 93% of the 14 other New Hampshire planners that publish an annual fee charge less.

About Reverie Wealth

• Principal: Rachel Lawrence
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323304

Website

reveriewealth.com (opens in new tab)

Phone

(207) 370-9015

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

Other planners in Rochester that publish fees

• Straight Forward Wealth Management, LLCRochester$600/hr, $1,250⁠-⁠$10,000
• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500

Compare all 112 planners in New Hampshire