Yankee Investor, LLC fees
Financial planner in New Bedford, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 29, 2025, Yankee Investor, LLC (New Bedford, MA) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 29, 2025. Fees can change.
- Hourly rate
- $250/hr
Below the Massachusetts median of $300; 20% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“Yankee Investor offers financial planning services on an hourly basis of $250 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
- Registered since
- 2017 (9 years)
How Yankee Investor, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance, pursuant to the terms of the agreement.”
- “Fees may be negotiable at the discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
About Yankee Investor, LLC
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 39
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 29, 2025
- CRD number
- 289421 (opens in new tab)
- Phone
- (508) 738-4088
More planners in Massachusetts that publish fees
- Renaissance Wealth Advisors, LLCNewtonAnnual $1,500-$20,000/yr
- Dope CFO Wealth ManagementMarshfieldHourly $250/hr, Annual $3,000-$10,000/yr
- Clearvue Advisors LLCMiltonHourly $350/hr, Flat $5,000-$10,000
- Encore Investment Advisors, LLCNorth AttleboroughAnnual up to $20,000/yr
- Fourth Quarter Retirement Strategies, LLCHopkintonFlat $500-$10,000, Monthly $200/mo
- Weiss Financial Advisors, LLCCambridgeHourly $250/hr, Flat $750-$2,500
Is something on this page wrong or out of date?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.