Tableaux Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Trust and Estate Services – Fees for trust and estate services will be charged an hourly fee of $300 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fees range from $1,000 to $10,000 Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

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

How Tableaux Wealth bills

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

• “Investment advisory fees are paid monthly, in advance of each calendar month, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Tableaux Wealth’s fees compare

• Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Massachusetts median of $4,750. 59% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Tableaux Wealth

• Firm size: 7 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2024 (2 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

1.25% a year

Clients

209

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$229,743,914

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

319355

Website

linkedin.com/company/tableauxwealth/about (opens in new tab)

Phone

(413) 264-2400

Can advise clients in 8 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New York, Texas, Vermont

Other planners in Great Barrington that publish fees

• Osher Capital Advisors, LLCGreat Barrington$200/mo
• 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