Sechrest Financial Services fees and pricing
Financial planner in Acton, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 12, 2026, Sechrest Financial Services charges an annual fee of $12,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $12,000-$20,000/yr
“Fees will be negotiated depending on the size and complexity of the account and are generally between $12,000 - $20,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sechrest Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be discussed prior to entering into a contract and the client is billed quarterly in arrears.”
- “Client fees will be discussed prior to entering into a contract and the client is billed quarterly in arrears.”
- “Fee refund or agreement termination terms are outlined in the Client Agreement that is signed by both us and the client before services begin.”
How Sechrest Financial Services’ fees compare
- Its annual fee of $12,000-$20,000 is above the Massachusetts median of $8,250. 76% of the 62 other Massachusetts planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Sechrest Financial Services
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 53
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $199,211,839
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128688
- Phone
- (978) 795-1284
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Acton that publish fees
- Colman Knight Advisory Group, LLCActon$400/hr, $10,000-$120,000
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
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.