PlannerFees

Takayoshi Wealth Management LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated May 1, 2026, Takayoshi Wealth Management LLC charges a flat or project fee of $5,000 and an annual fee of $3,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“(1) 90 Days Financial Sprint — Flat Fee The fee for the 90 Days Financial Sprint is a $5,000 flat fee.”
Annual fee
$3,500/yr
“The fee for Year-Round Advisory is a $3,500 annual flat fee.”

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

How Takayoshi Wealth Management LLC bills

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

  • “Fees are generally invoiced directly to the client and are not deducted from client accounts.”
  • “The annual fee is invoiced in two equal installments, billed in arrears at the end of each six-month period, unless otherwise agreed in writing.”
  • “Fees are negotiated in advance based on the scope, format, and preparation required, and may be structured as a flat fee, hourly fee, or per diem.”

How Takayoshi Wealth Management LLC’s fees compare

  • Its flat or project fee of $5,000 is above the Massachusetts median of $4,750. 53% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
  • Its annual fee of $3,500 is below the Massachusetts median of $8,250. 18% of the 62 other Massachusetts planners that publish an annual fee charge less.
  • None of the 3 other planners in Newton that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Takayoshi Wealth Management LLC

“The Firm provides investment advisory services and financial planning/consulting services primarily to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Divorce
  • Equity compensation
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Minimum
No minimum stated in brochure
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340514
Phone
(617) 237-6167

Other planners in Newton that publish fees

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