Stonehaven Private Wealth Management LLC fees and pricing

Financial planner in Manchester By The Sea, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Stonehaven Private Wealth Management LLC charges $600 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $600/hr; “Services are offered based on a negotiable hourly fee not to exceed $600 per hour or as determined in the engagement letter.”

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

“Decimal Rate 0.0031 0.0025 0.0020 0.0019 0.0016 negotiable *The fee schedule is a blended schedule whereas when the portfolio value reaches the next threshold, the assets above the threshold are charged the lower percentage.”
“Except as otherwise agreed in writing with a client, fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
“Initial fees for partial quarters are prorated.”

Its hourly rate of $600 is above the Massachusetts median of $300. 97% of the 183 other Massachusetts planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CFA.
Registered as an adviser: 2013 (13 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: 1.25% a year
Clients: 13
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed: $13,536,183
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 168393
Website: stonehavenwealthmanagement.com (opens in new tab)
Phone: (978) 430-0150

Can advise clients in 3 states: California, Florida, Massachusetts

Is something on this page wrong or out of date?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