Sheltered Garden Financial Group LLC fees and pricing
Financial planner in Boxborough, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Sheltered Garden Financial Group LLC charges a flat or project fee of $1,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$50,000
“Investment Consulting Services For investment consulting engagements that fall outside the Advisor’s wealth management services, the Advisor will charge a fixed engagement fee ranging from $1,000 to $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sheltered Garden Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth Management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable depending on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Sheltered Garden Financial Group LLC’s fees compare
- Its flat or project fee of $1,000-$50,000 spans the Massachusetts median of $4,750. 92% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Sheltered Garden Financial Group LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $3,587,327
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335217
- Phone
- (978) 496-6106
Other planners in Boxborough that publish fees
- Linnard Financial Management & Planning, Inc.Boxborough$250/hr
- 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.