Slate Peak Financial Services, LLC fees and pricing

Financial planner in Medfield, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, Slate Peak Financial Services, LLC charges $200 an hour for financial planning.

Published fees

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

Hourly rate: $200/hr; “Financial Planning is also offered for an hourly rate of $200 per hour, depending on complexity, for smaller one-time projects not involving a full financial plan as described above.”

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

“The fees may be negotiable in certain cases.”
“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
None of the 3 other planners in Medfield that publish an hourly rate charge less.

Principal: Ian E. Rea
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2018 (8 years).

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% a year
Clients: 55
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $23,525,869
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 295223
Website: slatepeakfinancial.com (opens in new tab)
Phone: (617) 383-4577

Is something on this page wrong or out of date?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.