Wellfin360 fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly rate is $200 per hour.”

Flat or project fee

$1,500⁠-⁠$3,000

“Project-Based Financial Planning (Focused Planning Project) We charge a fixed fee of $1,500 to $3,000 for a Comprehensive Financial Plan.”

Monthly fee

$120⁠-⁠$400/mo

“Monthly Fee $120 - $150 $220 – $400 Ongoing financial planning that considers both personal and business-related financial considerations.”

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

How Wellfin360 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.”
• “The annual advisory fee is paid monthly in arrears based on the value of the Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Wellfin360’s fees compare

• Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,000 is below the Massachusetts median of $4,750. 20% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Wellfin360

• Principal: Samanda Morales
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax 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

1% a year

Minimum

$1,500 minimum fee (stated in brochure)

Clients

12

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$1,564,619

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329254

Website

instagram.com/wellfin360 (opens in new tab)

Phone

(781) 460-8118

Other planners in Lynnfield that publish fees

• Dba Joseph FoderaLynnfield$150/hr
• Timothy Charles Financial, LLCLynnfield$1,500⁠-⁠$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

Compare all 5 planners in Lynnfield