Spotlight Investment LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The refund will be calculated on a pro-rata basis using an hourly fee of $200 based on the number of hours completed.”

Flat or project fee

$2,000⁠-⁠$8,000

“Services are offered based on a flat fee between $2,000 and $8,000.”

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

How Spotlight Investment LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “For financial planning, flat fees, Spotlight will invoice the Client directly.”

How Spotlight Investment LLC’s fees compare

• 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.
• 1 of the 12 other planners in Boston that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$8,000 spans the Massachusetts median of $4,750. 53% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 7 of the 13 other planners in Boston that publish a flat or project fee charge less.

About Spotlight Investment LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

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

0.4% a year

Clients

22

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,978,710

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304750

Website

spotlightinvestment.com (opens in new tab)

Phone

(954) 681-1169

Can advise clients in 2 states: Florida, Massachusetts

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Brave Boat Capital AdvisorsBoston$1,000⁠-⁠$30,000
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• Claro Advisors Inc.Boston$500⁠-⁠$2,500

Compare all 47 planners in Boston