Yellow Dog Financial, Inc. fees and pricing
Financial planner in Bolton, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Yellow Dog Financial, Inc. charges $250 an hour, a flat or project fee of $2,700, and a monthly fee of $100-$800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“YDF Project Planning / Ongoing Hourly Financial Planning YDF Project Planning / Ongoing Hourly Financial Planning is billed at the firm rate of $250 per hour in 10 minute increments.”
- Flat or project fee
- $2,700
“Initial YDF Financial Plan YDF Financial Plan is a flat fee of $2,700 that is billed in arrears in 8 monthly installments of $337.50 The fee may be negotiable in certain cases and will be agreed upon at the start of the engagement.”
- Monthly fee
- $100-$800/mo
“YDF Ongoing Financial Planning YDF Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $100 - $800 per month based on complexity and needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Yellow Dog Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “5 for this service may be paid by electronic funds transfer or credit card.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How Yellow Dog Financial, Inc.’s fees compare
- Its hourly rate of $250 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 $2,700 is below the Massachusetts median of $4,750. 27% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Yellow Dog Financial, Inc.
- 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: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- 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
- Clients
- 67
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $25,663,653
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148307
- Phone
- (508) 472-0279
Can advise clients in 2 states: Georgia, Massachusetts
Other planners in Bolton that publish fees
- Kearney-Burch Financial Services, Inc.Bolton$250/hr
- 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
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.