Tiedemann & Associates Investment Advisors, Inc. fees and pricing
Financial planner in Weston, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 20, 2026, Tiedemann & Associates Investment Advisors, Inc. charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The applicant may also provide consulting services for an agreed upon fee based upon an hourly rate of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tiedemann & Associates Investment Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed monthly as they are incurred.”
How Tiedemann & Associates Investment Advisors, Inc.’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.
About Tiedemann & Associates Investment Advisors, Inc.
- Firm size: 3 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 31
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $54,125,615
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128873
- Phone
- (781) 235-1099
Can advise clients in 2 states: Florida, Massachusetts
Other planners in Massachusetts that publish fees
- 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
- Act 2 PlanningWinchester$100-$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Is something on this page wrong or out of date?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.