Saco River Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$215⁠-⁠$325/hr

“Hourly/Fixed Fee Saco River Financial Planning LLC offers financial planning or consulting services on an hourly basis ranging from $215 to $325 per hour.”

Annual fee

$295⁠-⁠$25,000/yr

“Under this arrangement, the fees will generally range from $295 to $25,000 per year, negotiated and agreed upon in advance on a case-by-case basis.”

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

How Saco River Financial Planning bills

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

• “The balance in full will be due and payable at the completion of service or delivery of the written plan.”
• “If the time invested in the project exceeds the deposit amount at that time, the client will be billed based on the completion % of the project.”
• “If the firm terminates the agreement before completion of the work then a full refund of the deposit received will be made to the client.”

How Saco River Financial Planning’s fees compare

• Its hourly rate of $215-$325 spans the New Hampshire median of $275. 44% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its annual fee of $295-$25,000 spans the New Hampshire median of $7,100. 79% of the 14 other New Hampshire planners that publish an annual fee charge less.

About Saco River Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Business owners

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

1.25% a year

Minimum

No minimum stated in brochure

Clients

122

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$27,304,370

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173682

Phone

(603) 356-6734

Can advise clients in 2 states: Maine, New Hampshire

Other planners in New Hampshire that publish fees

• 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
• Bartley Financial Advisors, LLCBedford$6,000/yr

Compare all 112 planners in New Hampshire