Richard P. Doleva & Associates fees and pricing

Financial planner in East Longmeadow, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 19, 2026, Richard P. Doleva & Associates charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “I charge $150 per hour for these services based on time expended.”

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

“The advisory fees are debited from client accounts in arrears and are remitted quarterly.”
“Prorated fees will be charged based on the market value on the date I receive the notice.”
“The fee is due and payable upon presentation of the outline.”

Its hourly rate of $150 is below the Massachusetts median of $300. 4% of the 183 other Massachusetts planners that publish an hourly rate charge less.
None of the 2 other planners in East Longmeadow that publish an hourly rate charge less.

“I offer investment advisory and financial planning services to “you,” my clients.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 264
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 127752
Phone: (413) 525-0151

Can advise clients in 3 states: Connecticut, Florida, 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Is something on this page wrong or out of date?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.