Straight Forward Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$600/hr

“Services are offered based on an hourly fee of $600 per hour.”

Flat or project fee

$1,250⁠-⁠$10,000

“Services are offered based on a flat fee between $1,250 and $10,000.”

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

How Straight Forward Wealth Management, LLC bills

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

• “The annual fee is negotiable and may be charged as a percentage of the Included Assets.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
• “Client may elect to be billed directly or have fees deducted from Plan Assets.”

How Straight Forward Wealth Management, LLC’s fees compare

• Its hourly rate of $600 is above the New Hampshire median of $275. 100% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$10,000 spans the New Hampshire median of $5,400. 54% of the 37 other New Hampshire planners that publish a flat or project fee charge less.

About Straight Forward Wealth Management, LLC

• Principal: Richard Hilow
• Firm size: 2 employees.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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% a year

Clients

339

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$45,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329055

Website

richhilow.com (opens in new tab)

Phone

(603) 994-4569

Can advise clients in 3 states: Florida, Maine, New Hampshire

Other planners in Rochester that publish fees

• Reverie WealthRochester$350/hr, $500⁠-⁠$20,000
• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500

Compare all 112 planners in New Hampshire