Rootson Capital LLC fees and pricing
Financial planner in North Andover, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 3, 2026, Rootson Capital LLC charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“Fixed fee rates range from $1,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rootson Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Rootson Capital LLC’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Massachusetts median of $4,750. 59% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Rootson Capital LLC
“We offer investment management and financial planning services.”
- Principal: Wei Chen
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340459
- Phone
- (781) 483-7134
Other planners in North Andover that publish fees
- Connolly Financial Advisors, Inc.North Andover$95-$250/hr
- Demers Financial PlanningNorth Andover$10,000/yr
- Flying Point Financial, Inc.North Andover$250/hr
- Needham Advisory CorporationNorth Andover$250/hr
- Powwow, LLCNorth Andover$360/hr, $240/mo
Is something on this page wrong or out of date?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.