Stein Financial Advisory fees and pricing
Financial planner in Brookline, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Stein Financial Advisory charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“All fees of Stein Financial Advisory services are billed on an hourly basis according to the following schedule: $250 per hour General Information Limited Negotiability of Advisory Fees:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stein Financial Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may elect to be billed on a monthly or quarterly basis in arrears.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
- “We may request a retainer upon completion of our initial fact-finding session with the client.”
How Stein Financial Advisory’s fees compare
- Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Stein Financial Advisory
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- 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
- 333941
- Phone
- (617) 549-7233
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
Is something on this page wrong or out of date?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.