Shilla Advisory LLC fees and pricing
Financial planner in Marlborough, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 2, 2025, Shilla Advisory LLC charges a flat or project fee of $5,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 2, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$20,000
“The negotiated fixed rate for creating client financial plans is between $5,000 and $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shilla Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of SHILLA ADV's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of SHILLA ADV’s fees, within five business days of signing the Financial Planning Agreement.”
How Shilla Advisory LLC’s fees compare
- Its flat or project fee of $5,000-$20,000 is above the Massachusetts median of $4,750. 87% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Shilla Advisory LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 0.99% a year
- Minimum
- $7,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338692
- Phone
- (855) 341-0677
Other planners in Marlborough that publish fees
- Assist FPMarlborough$300/hr, $250-$4,000
- Community Financial Group, Inc.Marlborough$100-$250/hr, $500-$10,000/yr
- Mannion Money AdvisoryMarlborough$100/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
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.