Robbins Farley LLC fees and pricing
Financial planner in Bedford, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 21, 2026, Robbins Farley LLC charges $200-$500 an hour and a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“The hourly rate ranges from $200 to $500 per hour.”
- Flat or project fee
- $2,000-$10,000
“Fixed fees range from $2,000 to $10,000 per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Robbins Farley LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
- “While almost all of our clients choose to have their fee debited from their account, we will invoice clients upon request.”
- “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
How Robbins Farley LLC’s fees compare
- Its hourly rate of $200-$500 spans the New Hampshire median of $275. 67% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Bedford that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$10,000 spans the New Hampshire median of $5,400. 57% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- None of the 3 other planners in Bedford that publish a flat or project fee charge less.
About Robbins Farley LLC
“Wealth Planning and Accumulation Financial Planning Robbins Farley’s focus is on assisting clients as they prepare for and ultimately experience the major transitions in their lives.”
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Estate planning
- Divorce
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% a year
- Clients
- 263
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $252,865,278
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286581
- Phone
- (603) 703-0255
Can advise clients in 6 states: Florida, Massachusetts, Maine, New Hampshire, Rhode Island, Texas
Other planners in Bedford that publish fees
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Bartley Financial Advisors, LLCBedford$6,000/yr
- Milestone Financial Planning, LLCBedford$100-$8,000/mo, $10,000/yr
- Northeast Planning Associates, Inc.Bedford$100-$500/hr, $25,000
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.