Ezra PembertonCFP®
Financial Life Planner · Charles River Planning · Boston, MA
★★★★★ 4.8(63+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
$4,200/yr
Fee-only
Minimum
No minimum
to start
Experience
10 yrs
advising clients
Response
within 3 hours
typical reply
About Ezra
Ezra's clients are pulled in three directions: college for the kids, care for their parents, and a retirement that keeps getting deferred. His planning specialty is the triage - what the numbers actually allow, and in what order.
It is emotional work done with spreadsheets, and his clients say the clarity is the product.
Specialties & services
- Eldercare cost planning alongside college funding
- 529 vs retirement trade-off modeling
- Caregiver-budget and respite planning
Best for
Sandwich-generation households juggling three priorities
Sound like you? Smart move: compare Ezra against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Ezra's availability alongside the alternatives — free.
Frequently asked about Ezra Pemberton
What are Ezra Pemberton's fees?
Ezra Pemberton of Charles River Planning publishes a fee of $4,200/yr flat (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Ezra Pemberton's account minimum?
Charles River Planning has no stated asset minimum — the practice is structured to work with clients who are still building their portfolio.
Is Ezra Pemberton a fiduciary?
Ezra Pemberton operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Ezra work with clients outside Boston?
Yes — Charles River Planning works with clients virtually nationwide, alongside in-person meetings in Boston, MA.
How do I book a call with Ezra Pemberton?
Use the free AdvisoryReviews matcher to check Ezra's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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