The Family Financial Group fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, The Family Financial Group charges $475 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $475/hr; “Senior Partner Investment Advisory, Financial Planning. $475/hr Jr.”

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

“Billing Geller & Lehmann’s method of billing is based on time spent by each staff member billed at our hourly rates on a quarterly or monthly and may be negotiable.”
“Out of pocket expenses are not included in the rate and may be billed separately.”
“Clients are advised to review the invoice for accuracy.”

Its hourly rate of $475 is above the Massachusetts median of $300. 89% of the 183 other Massachusetts planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CPA.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees
Charges a % of assets: No
Clients: 16
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 318908
Website: thefamilyfinancialgroup.com (opens in new tab)
Phone: (410) 583-5540

Can advise clients in 3 states: Connecticut, Massachusetts, Maryland

Is something on this page wrong or out of date?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