TFC Financial Management Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Our financial planning fees are generally in the range of $1,000 to $10,000 per engagement, although some may be higher based on the amount of services provided.”

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

How TFC Financial Management Inc bills

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

• “These fees are paid quarterly, in arrears, by deducting them directly from the client’s custodial account, as permitted by each client’s Investment Management Agreement with us.”
• “After five days, either party may terminate the agreement with 30 days’ notice; fees will be charged at the applicable fee rate on a prorated basis through the date of termination.”
• “These managers may charge their fees in advance or in arrears, monthly or quarterly, depending on the terms of each investment program and each selected manager’s billing practices.”

How TFC Financial Management Inc’s fees compare

• 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.
• 8 of the 13 other planners in Boston that publish a flat or project fee charge less.

About TFC Financial Management Inc

• Firm size: 22 employees.
• Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
• Registered as an adviser: 1982 (44 years).

Planning areas mentioned in the brochure

• 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

415

Employees

22

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$1,780,827,449

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105062

Website

tfcfinancial.com (opens in new tab)

Phone

(617) 210-6700

Can advise clients in 15 states: California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New York, Rhode Island, Texas, Virginia, Vermont

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Brave Boat Capital AdvisorsBoston$1,000⁠-⁠$30,000
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• Claro Advisors Inc.Boston$500⁠-⁠$2,500

Compare all 47 planners in Boston