TSW Wealth Management fees and pricing
Financial planner in Framingham, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, TSW Wealth Management charges a flat or project fee of $1,900-$5,900 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,900-$5,900
“Financial Planning and Consulting Services Financial planning engagements are typically offered on a fixed fee basis ranging from $1,900 to $5,900 and are negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How TSW Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Prorated adjustments made for account deposits and withdrawals during the course of a billing quarter are applied at the next billing interval, if such adjustment would result in a $1 or more change to the client’s fee.”
- “Fees may be negotiable at the discretion of the Advisor.”
- “Financial planning fees, including fees for review of previously‐provided financial plans, may be negotiable at the sole discretion of TSW.”
How TSW Wealth Management’s fees compare
- Its flat or project fee of $1,900-$5,900 spans the Massachusetts median of $4,750. 44% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About TSW Wealth Management
- Firm size: 5 employees.
- Registered as an adviser: 2019 (7 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
- 1.25% a year
- Clients
- 132
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $279,258,283
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125209
- Phone
- (508) 655-9303
Can advise clients in 5 states: Connecticut, Florida, Massachusetts, New Hampshire, Texas
Other planners in Framingham that publish fees
- Canby Financial AdvisorsFramingham$2,500-$50,000/yr
- Polaris Investment Advisors, LLCFramingham$250-$500/hr, $500/yr
- Signal Ridge Capital Partners, LLCFramingham$350/hr, $1,000-$15,000
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
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.