See what a financial advisor charges before you call them
Every registered adviser files a brochure that explains its fees. We read the fee section of 14,208 filings from fee-only advisors who charge by the hour, a flat fee or a subscription, and quote the prices here.
The prices are already in the fine print
“CPS & Co will be compensated for financial planning services charged on an hourly basis of $300 per hour.”
Carl P. Sherr & Co., LLC, Worcester, MA. Hourly rate, from its Form ADV brochure.
“Exit planning fees typically range from approximately $15,000 to $50,000, depending on the scope and complexity of the engagement.”
Means Wealth Management, Bangor, ME. Flat fee, from its Form ADV brochure.
“Modular ongoing financial planning will be charged based on either an hourly rate of $100 to $500/hour or a fixed rate starting at $6,000 per year.”
Tobias Financial Advisors, Plantation, FL. Annual fee, from its Form ADV brochure.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $275/hr | $225–$350/hr | 6,292 firms |
| Flat or project fee | $4,025 | $2,200–$7,500 | 5,268 firms |
| Annual retainer | $6,000/yr | $3,000–$12,500/yr | 1,702 firms |
Browse by how the advisor is paid
- Hourly financial advisors 10,371 firms
- Flat-fee financial advisors 11,994 firms
- Subscription financial advisors 230 firms
- Advice-only financial planners 1,030 firms
Browse by state
- Alabama 104
- Alaska 19
- Arizona 404
- Arkansas 69
- California 1,914
- Colorado 479
- Connecticut 227
- Delaware 35
- District of Columbia 19
- Florida 944
- Georgia 488
- Hawaii 33
- Idaho 98
- Illinois 526
- Indiana 260
- Iowa 108
- Kansas 147
- Kentucky 104
- Louisiana 104
- Maine 63
- Maryland 302
- Massachusetts 463
- Michigan 406
- Minnesota 271
- Mississippi 35
- Missouri 222
- Montana 45
- Nebraska 81
- Nevada 116
- New Hampshire 112
- New Jersey 417
- New Mexico 44
- New York 705
- North Carolina 428
- North Dakota 23
- Ohio 564
- Oklahoma 108
- Oregon 227
- Pennsylvania 621
- Rhode Island 42
- South Carolina 194
- South Dakota 32
- Tennessee 240
- Texas 1,092
- Utah 181
- Vermont 36
- Virginia 435
- Washington 370
- West Virginia 24
- Wisconsin 198
- Wyoming 29