Shrier Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning and Consulting Services Shrier Associates offers financial planning or consulting services on an hourly basis not to exceed $300 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

Flat or project fee

$700⁠-⁠$1,500

“Shrier Associates fixed fee is $700-$1,500, which is negotiable depending on the nature and complexity of each Client’s circumstances.”

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

How Shrier Associates, LLC bills

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

• “Fees are paid quarterly in advance or in arrears pursuant to the terms of the Investment Advisory Agreement.”
• “Fees and billing options are negotiable at Shrier Associates discretion.”
• “When the investment advisory fees are charged in advance, the initial payment of fees, based upon the opening value of the client’s account, is due upon funding of the client account and is prorated to the applicable quarter end.”

How Shrier Associates, LLC’s fees compare

• Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $700-$1,500 is below the Massachusetts median of $4,750. 7% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Shrier Associates, LLC

• Firm size: 3 employees.
• Registered as an adviser: 1994 (32 years).

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

1.15% a year

Clients

136

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$85,851,119

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

129043

Website

shrierassociates.com (opens in new tab)

Phone

(508) 898-9500

Can advise clients in 5 states: Massachusetts, North Carolina, New Hampshire, Texas, Virginia

Other planners in Massachusetts that publish fees

• 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
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts