SW Private Wealth, LLC fees and pricing

Financial planner in Needham, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 14, 2026, SW Private Wealth, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Our fee for hourly financial planning is $350 per hour.”

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

“Financial planning services will generally conclude upon delivery of the financial plan.”
“Annualized fees are negotiable and billed on a pro-rata basis quarterly in advance.”
“Fees may be negotiable in certain situations and related accounts may be grouped for the purposes of fee calculation if all parties agree.”

Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
2 of the 5 other planners in Needham that publish an hourly rate charge less.

Principal: Annette Sun
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 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: 1.5% a year
Clients: 41
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $40,221,104
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 289362
Website: swpwllc.com (opens in new tab)
Phone: (617) 866-0998

Is something on this page wrong or out of date?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