Timothy Charles Financial, LLC fees and pricing
Financial planner in Lynnfield, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Timothy Charles Financial, LLC charges a flat or project fee of $1,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$15,000
“Fixed fees range from $1,500 to $15,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Timothy Charles Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
How Timothy Charles Financial, LLC’s fees compare
- Its flat or project fee of $1,500-$15,000 spans the Massachusetts median of $4,750. 80% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Timothy Charles Financial, LLC
- Firm size: 2 employees.
- Founded: 2016 (10 years).
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
- 0.95% a year
- Clients
- 177
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $98,468,633
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287945
- Phone
- (781) 595-7900
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Lynnfield that publish fees
- Dba Joseph FoderaLynnfield$150/hr
- Wellfin360Lynnfield$200/hr, $1,500-$3,000
- 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
Is something on this page wrong or out of date?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.