Vincent Wealth Advisors LLC fees and pricing

Financial planner in Norwell, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Vincent Wealth Advisors LLC charges an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,500/yr; “All Clients will be charged a minimum annual fee of $2,500.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance of each calendar quarter pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its annual fee of $2,500 is below the Massachusetts median of $8,250. 8% of the 62 other Massachusetts planners that publish an annual fee charge less.
1 of the 2 other planners in Norwell that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 83
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: $152,876,009
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 332759
Website: vincentwealth.com (opens in new tab)
Phone: (781) 556-8623

Can advise clients in 3 states: Massachusetts, New Hampshire, New York

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