Andover Advisory Group offers financial planning services covering securities, taxes, estate planning, insurance, business planning, retirement planning, personal investments, financial options, cash flow, company benefits, and other financial areas. They also provide tax preparation services. Andover Advisory Group does not manage investments or recommend specific investments.
Assets Under ManagementN/A
Clients130
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Andover Advisory Group recommends an annual review and update to ensure the planning process is current. Subsequent to the completion of the first twelve-month period, clients may choose to engage Andover Advisory Group for an additional twelve-month period under a new agreement.
- Comprehensive financial plan — $2,000. The first $750 is due upon signing of the engagement agreement. The balance ($1,250) is invoiced in two installments – half when the written plan is delivered and accepted by the client and the other half no less than six months after the signing of the agreement.
- Hourly financial planning services — $150/hour. Fees are payable at 50% of the estimated total fee upon signing of the engagement agreement and the balance upon completion of the specified services.
Annual Retainer:$1,250/year
One-Time Plan:$2,000
Hourly Rate:$150/hr
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