PlannerFees

Successful Money Strategies Inc fees and pricing

Financial planner in Fall River, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 10, 2026, Successful Money Strategies Inc charges a flat or project fee of $1,500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$5,000
“Successful Money Strategies, Inc. charges a fixed fee of $1,500 to $5,000 for the development and implementation of the financial plan based on the complexity of the analysis needed.”

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

How Successful Money Strategies Inc bills

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

  • “Investment management fees will be billed in arrears, at the end of each quarter.”
  • “Invoices are based on quarterly ending account values, with fractional months being billed on a pro-rata basis in the first billing.”
  • “All fees are debited directly from the client accounts unless otherwise agreed upon in advance.”

How Successful Money Strategies Inc’s fees compare

  • 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 Successful Money Strategies Inc

“O’Keefe, CFP, President and Chief Compliance Officer, who believes that the firm’s greatest asset is its focus on each client’s successful retirement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 1993 (33 years).

Planning areas mentioned in the brochure

  • Business owners

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
1.5% a year
Clients
273
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$227,105,725
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
109829
Website
linkedin.com/company/successful-money-strategies-inc. (opens in new tab)
Phone
(508) 730-2300

Can advise clients in 7 states: Florida, Massachusetts, New Hampshire, New York, Rhode Island, South Carolina, Texas

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