Balanced Rock Investment Advisors

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Fee-Only Fiduciary Financial Advisors in Boston | Balanced Rock Investment Advisors 0 Skip to Content Schedule A Meeting Open Menu Close Menu Schedule A Meeting Open Menu Close Menu The world of personal finance and responsible investing is complex. We make it simple, affordable, and accessible. Balanced Rock Investment Advisors Forethought, Fairness, and Respect What happened when we decided to focus on financial planning, our clients’ values, and lowering fees instead of expensive suits, fancy offices, and commissions? Learn More Values+Value ® Values-Based Investing for Everyone Shift your investment toward better behaving companies with Environmental, Social and Governance (ESG) research. Finance communities and a regenerative future with local and global impact investing. Learn More Our Service We Don’t Sell, We Advise As a Fee-Only and Fiduciary-Only financial advisor, Balanced Rock doesn't sell any financial products. Instead, we’re paid directly by you, our client. Because of this, our interests are aligned with yours. Learn More Financial Planning Includes comprehensive financial plan. Minimum engagement is 5 hours. Offered to clients with portfolios less than $300,000. $250 per hour Learn more Wealth Management Includes unlimited financial planning with $2,550 minimum annual fee. Offered to clients with portfolios more than $300,000. 0.85% of AUM Per Year up to $2M, and 0.65% on assets over $2M Learn more Our Process A Path for You We build a relationship that fits

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