Vista Way Advisors fees and pricing

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

$200⁠-⁠$300/hr

“The hourly rate is between $200-$300 per hour, depending on the complexity, and will be billed in 15-minute increments.”

Flat or project fee

$750⁠-⁠$950

“The fee for financial planning typically ranges between $750 and $950.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Vista Way Advisors bills

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

• “Accounts initiated throughout the month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Alternatively, Clients may choose to pay by check.”
• “Investment management services may be terminated with written notice at least 30 calendar days in advance.”

How Vista Way Advisors’ fees compare

• Its hourly rate of $200-$300 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$950 is below the Massachusetts median of $4,750. 6% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Vista Way Advisors

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

50

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services

Assets managed

$49,721,821

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309652

Website

vistawayadvisors.com (opens in new tab)

Phone

(857) 205-3817

Can advise clients in 3 states: Florida, Massachusetts, Vermont

Other planners in Charlestown that publish fees

• Investor Resources IncCharlestown$150/hr, $500⁠-⁠$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
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000

Compare all 463 planners in Massachusetts