PlannerFees

Richardson Financial Services fees and pricing

Financial planner in Medway, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 30, 2026, Richardson Financial Services charges $250 an hour and a flat or project fee of $2,000⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“For this service, at our discretion based on the complexity of a client’s financial situation, we charge either a one-time fixed fee, typically ranging from $2,000 to $7,500, or hourly fees, typically at a rate of $250 per hour.”
Flat or project fee
$2,000⁠-⁠$7,500

From the same sentence as above.

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

How Richardson Financial Services bills

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

  • “AssetMark collects fees quarterly, in advance, and remits us our portion of the total fee.”
  • “Clients may terminate AssetMark accounts at any time and receive a full pro-rata refund of any unearned fees.”
  • “Unless otherwise agreed to by the client and RFS, program fees are charged on a calendar quarter basis in advance and prorated to the end of the quarter upon inception of the account.”

How Richardson Financial Services’ fees compare

  • Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Medway that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$7,500 spans the Massachusetts median of $4,750. 49% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Richardson Financial Services

“Analysis of current strategies and investment plans to help the client achieve his or her retirement goals;”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Founded: 1997 (29 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • 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
Highest asset based fee in brochure
2.5% a year
Clients
192
Employees
6
Works with
Individuals, high net worth individuals, and other investment advisers
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$256,090,825
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
130715
Website
rfsria.com (opens in new tab)
Phone
(508) 533-2335

Can advise clients in 10 states: Arizona, Connecticut, Florida, Georgia, Massachusetts, Maine, North Carolina, New Hampshire, South Carolina, Texas

Other planners in Medway that publish fees

Compare all 3 planners in Medway

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.