Wingate Wealth Advisors, Inc. fees and pricing
Financial planner in Lexington, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Wingate Wealth Advisors, Inc. charges a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$10,000
“Our fixed fees typically range from $3,500 to $10,000, depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wingate Wealth Advisors, Inc.’s fees compare
- Its flat or project fee of $3,500-$10,000 spans the Massachusetts median of $4,750. 71% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Lexington that publish a flat or project fee charge less.
About Wingate Wealth Advisors, Inc.
- Firm size: 24 employees.
- Registered as an adviser: 1987 (39 years).
Firm details from Form ADV
- 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
- Clients
- 642
- Employees
- 24
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,415,302,916
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105012
- Phone
- (781) 862-7100
Can advise clients in 13 states: California, Connecticut, Florida, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New York, Pennsylvania, Rhode Island, Texas, Vermont
Other planners in Lexington that publish fees
- Innovative Advisory GroupLexington$150-$500/hr, $500-$20,000
- Ouellette Wealth Advisory LLCLexington$500-$5,000
- Sustainable Investment Partners LLCLexington$500/hr, $2,000-$10,000
- 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Is something on this page wrong or out of date?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.