Stonestreet Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly fee for these services is $200.”

Flat or project fee

$1,500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $1,500 and $5,000.”

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

How Stonestreet Financial, Inc. bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of SFI's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of SFI's fees within five business days of signing the Investment Advisory Contract.”

How Stonestreet Financial, Inc.’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.
• Its flat or project fee of $1,500-$5,000 spans the Massachusetts median of $4,750. 40% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Stonestreet Financial, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2007 (19 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

1.8% a year

Clients

20

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$5,338,004

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288005

Website

stonestreetfinancialinc.com (opens in new tab)

Phone

(781) 436-5421

Other planners in Stoughton that publish fees

• Ceres Financial Group, Inc.Stoughton$150⁠-⁠$250/hr, $500⁠-⁠$25,000
• 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

Compare all 463 planners in Massachusetts