PlannerFees

Sandy Cove Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 23, 2026, Sandy Cove Advisors, LLC charges $100⁠-⁠$500 an hour and an annual fee of $20,000⁠-⁠$250,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$500/hr
“We charge either a fixed fee for financial planning and consulting services ranging between $100 and $200,000 which may be on a per annum basis or an hourly fee ranging between $100 and $500.”
Annual fee
$20,000⁠-⁠$250,000/yr
“Our fixed fees are negotiable and range between $20,000 and $250,000 annually depending on the scope and complexity of the services rendered.”

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

How Sandy Cove Advisors, LLC bills

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

  • “Our annual investment management fee is generally billed and payable monthly in arrears based on the average value of your account during the month.”
  • “Our advisory fee is negotiable, depending on individual client circumstances. 7 At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.”
  • “The fee is negotiable depending upon the individual performing the services, complexity and scope of the plan or services, your financial situation, and your objectives.”

How Sandy Cove Advisors, LLC’s fees compare

  • Its hourly rate of $100-$500 spans the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in Hingham that publish an hourly rate charge less.
  • Its annual fee of $20,000-$250,000 is above the Massachusetts median of $8,250. 100% of the 62 other Massachusetts planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Hingham that publish an annual fee charge less.

About Sandy Cove Advisors, LLC

“We provide wealth management services designed to provide you with a complete investment plan that is aimed at integrating your overall retirement, estate and other planning and investment needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 8 employees.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning

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
0.2% a year
Clients
275
Employees
8
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed
$684,905,062
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
152482
Website
sandycoveadvisors.com (opens in new tab)
Phone
(617) 622-1500

Can advise clients in 7 states: Connecticut, Florida, Massachusetts, New Hampshire, New York, Texas, Vermont

Other planners in Hingham that publish fees

Compare all 8 planners in Hingham

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.