The Bollard Group LLC fees and pricing
Financial planner in Boston, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, The Bollard Group LLC charges $90-$1,200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $90-$1,200/hr
“Fees based on hourly charges for services rendered plus reimbursable expenses are charged in arrears, and the hourly fees generally range from $90 to $1,200 based on the expertise and experience of the adviser.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Bollard Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees based on a percentage of the asset value plus reimbursable expenses for each account are charged monthly in arrears based on account balance as of the close of the calendar month.”
- “In the case where investment management services are provided for a partial month period, the fee will be charged pro-rata based on the portion of the period the services were performed.”
- “Invoices for hourly charges are sent to the client directly for payment.”
How The Bollard Group LLC’s fees compare
- Its hourly rate of $90-$1,200 spans the Massachusetts median of $300. 98% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- 9 of the 12 other planners in Boston that publish an hourly rate charge less.
About The Bollard Group LLC
“The Bollard Group, established in 1995 and located in Boston, Massachusetts, is a multi-family office that provides investment advising; bookkeeping and other accounting services; income tax advising and tax return preparation; financial and estate planning services; and other wealth management and business…”
- Firm size: 29 employees.
- Founded: 1995 (31 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Clients
- 14
- Employees
- 29
- Works with
- High net worth individuals and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, and other services
- Assets managed
- $6,724,565,893
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155317
- Phone
- (617) 720-5800
Can advise clients in 6 states: Florida, Massachusetts, New Hampshire, New York, Texas, 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
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.