Wealthmind Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$425/hr

“Our hourly rate is $425.”

Annual fee

$5,000/yr

“Our minimum annual fee for this service is $5,000.”

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

How Wealthmind Financial Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Wealthmind Financial Planning’s fees compare

• Its hourly rate of $425 is above the Massachusetts median of $300. 86% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Cambridge that publish an hourly rate charge less.
• Its annual fee of $5,000 is below the Massachusetts median of $8,250. 23% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 1 of the 2 other planners in Cambridge that publish an annual fee charge less.

About Wealthmind Financial Planning

• Firm size: 4 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College 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

Minimum

$5,000 minimum fee (stated in brochure)

Clients

10

Employees

4

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,481,207

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328126

Website

wealthmindfp.com (opens in new tab)

Phone

(617) 545-5886

Can advise clients in 2 states: Massachusetts, North Carolina

Other planners in Cambridge that publish fees

• East Horizon InvestmentsCambridge$300
• Fisher Financial StrategiesCambridge$420/hr, $3,200⁠-⁠$6,300
• GC Wealth Management RIA, LLCCambridge$10,000/yr
• Lavoie Wealth Advisors LLCCambridge$7,500⁠-⁠$20,000
• Peabody River Asset Management, LLCCambridge$400/hr, $3,000/yr
• Pinney & Scofield, Inc.Cambridge$250⁠-⁠$500/hr

Compare all 11 planners in Cambridge