Subscription financial advisors in Massachusetts
Jump to the 44 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in Massachusetts is $500 a month (middle half $240-$900), from 42 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 9 firms in Massachusetts only quote a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in Massachusetts and their published fees
44 firms with published fees
Massachusetts medians: $300/hr, $5,375 flat, $500/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| Gardiner Financial, Inc.Wellesley | $200/hr below the Massachusetts median | Not published | $75/mo below the Massachusetts median$75/mo below the Massachusetts median |
| Pizarro AdvisorsTaunton | Not published | Not published | $99/mo below the Massachusetts median$99/mo below the Massachusetts median |
| First Step FinancialBostonNo AUM fee | Not published | $540- | $36- |
| PlanDynamic, LLCFraminghamCFP® | Up to $250/hr | Not published | $100- |
| Toole FinancialLongmeadowNo AUM feeVirtual meetingsCFP® | $250/hr below the Massachusetts median | Not published | $150/mo below the Massachusetts median$150/mo below the Massachusetts median |
| Nashoba Valley Wealth ManagementStowCFP® | $500/hr above the Massachusetts median | Not published | $100- |
| Fourth Quarter Retirement Strategies, LLCHopkintonNo AUM fee | Not published | $500- | $200/mo below the Massachusetts median$200/mo below the Massachusetts median |
| Osher Capital Advisors, LLCGreat Barrington | Not published | Not published | From $200/moFrom $200/mo |
| Andante FinancialBurlingtonCFP® | Not published | Not published | $125- |
| NorthPointe Financial Advisors LLCMiltonVirtual meetings | Not published | $500- | $165- |
| Williams Wealth ManagementHopkinton | Not published | Not published | $49- |
| Powwow, LLCNorth Andover | $360/hr above the Massachusetts median | Not published | $240/mo below the Massachusetts median$240/mo below the Massachusetts median |
| Wellfin360LynnfieldVirtual meetings | $200/hr below the Massachusetts median | $1,500- | $120- |
| Infinite Summer Financial PlanningNeedhamNo AUM feeVirtual meetings | $225/hr below the Massachusetts median | $1,500- | $100- |
| Lechner AssociatesNorth AttleboroCFP® | $250/hr below the Massachusetts median | Not published | $300/mo below the Massachusetts median$300/mo below the Massachusetts median |
| Katapult Financial Planning LLCWoburnCFP® | $350/hr above the Massachusetts median | $4,000- | $175- |
| Single Point PartnersBostonNo AUM fee | Not published | Not published | $350/mo below the Massachusetts median$350/mo below the Massachusetts median |
| Forsman Financial ServicesRochdale | Not published | $3,000- | $208- |
| Yellow Dog Financial, Inc.BoltonVirtual meetings | $250/hr below the Massachusetts median | $2,700 below the Massachusetts median | $100- |
| Greenway Financial Advisors LLCBurlingtonCFP® | $275- | $4,000- | $450/mo near the Massachusetts median$450/mo$5,000- |
| Curious Crow Financial PlanningRevereNo AUM feeCFP® | $250/hr below the Massachusetts median | $5,000- | $250- |
| Red Clover Wealth Management, LLCSalem | $500/hr above the Massachusetts median | Not published | $500/mo near the Massachusetts median$500/mo near the Massachusetts median |
| Walk You To WealthDoverNo AUM feeCFP® | Not published | Not published | $500/mo near the Massachusetts median$500/mo near the Massachusetts median |
| Plan for It Financial, LLCSalemNo AUM fee | $350/hr above the Massachusetts median | $3,500- | $400- |
| Assist FPMarlboroughCFP® | $300/hr near the Massachusetts median | $500- | $149- |
| Adaptive Financial Solutions IncWabanNo AUM fee | Not published | $7,000 above the Massachusetts median | $583/mo above the Massachusetts median$1,750/qtr ($583/mo)$7,000/yr above the Massachusetts median |
| Ascend FinancialScituateVirtual meetingsCFP® | Not published | $1,200- | $300- |
| Hoyt Wealth ManagementWestfordCFP® | Up to $250/hr | $4,800- | $300- |
| Ingeniq CapitalBedford | $350/hr above the Massachusetts median | $3,800- | $300- |
| Think Ahead Financial PlanningGrotonNo AUM fee | $250/hr below the Massachusetts median | $1,000- | $333- |
| QueenvestBeverly | Not published | $500- | $450- |
| Memento Financial PlanningOak Bluffs | $350/hr above the Massachusetts median | $3,000- | $500- |
| Pathways Financial Consulting LLCNeedhamCFP® | Not published | Up to $10,000 | Up to $800/moUp to $800/mo |
| Breakwater Financial, LLCNeedham | $400/hr above the Massachusetts median | Not published | $300- |
| Evergreen Wealth ManagementBostonNo AUM fee | Not published | Not published | $900/mo above the Massachusetts median$900/mo above the Massachusetts median |
| Full Life Financial PlanningPembrokeCFP® | Up to $225/hr | $500- | $167- |
| Clearvue Advisors LLCMilton | $350/hr above the Massachusetts median | $5,000- | $417- |
| Beyond Your Hammock LLCBostonVirtual meetings | Not published | $500- | $300- |
| Impact Advisors GroupDuxbury | $400/hr above the Massachusetts median | $400- | $300- |
| Theory Planning PartnersMarblehead | Not published | Not published | $1,500/mo above the Massachusetts median$1,500/mo above the Massachusetts median |
| Clear View Wealth Advisors, LLCAmesburyCFP® | $100- | From $300 | $1,100- |
| Titanium Advisors, LLCFranklin | $300/hr near the Massachusetts median | $3,000- | $833- |
| Plain Talk Financial Planning, LLCAmesbury | $250/hr below the Massachusetts median | $500- | $83- |
| One Financial Design, LLCHinghamVirtual meetingsCFP® | $350/hr above the Massachusetts median | $400- | $500- |
Subscription fees in Massachusetts: key findings
- The median subscription fee in Massachusetts, $500 a month from 42 firms, is $25 above the US median of $475 a month (1,036 firms).
- The median subscription fee in Massachusetts (42 firms) is tied for the 11th highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the Massachusetts median ($500 a month, 42 firms) comes to $6,000 before any upfront fee, against a median of $5,375 for a one time plan in Massachusetts (106 firms).
- 3 of the 42 Massachusetts firms with a current subscription fee name an upfront, setup or onboarding fee in the same brochure sentence as the subscription fee.
- 27 of the 42 Massachusetts firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $500/mo | $240- | 42 firms |