How does the advisor help clients – Key Takeaways:
Harvard Square Financial Planning is a leading financial advisory firm that provides expert financial advice to a diverse range of clients. Their team of experienced advisors offer a comprehensive suite of services, from custom financial planning to investment management, to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Harvard Square Financial Planning is committed to providing transparent and reliable financial advice to its clients. The following facts and insights provide a deeper understanding of the firm’s assets under management, number of advisors, and time in business.
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
Harvard Square Financial Planning offers a wide range of financial services to help their clients achieve their unique financial goals. These include:
- Customized financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Education planning
- Insurance planning
Client Types
Harvard Square Financial Planning serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
At Harvard Square Financial Planning, fees are based on a percentage of assets under management. This approach ensures that the firm’s interests are aligned with their clients’ and encourages them to work towards maximizing their clients’ investment returns. There are no hidden fees or commissions, and clients can have peace of mind knowing that their advisor’s compensation is directly tied to their financial success.
Background
Harvard Square Financial Planning was founded in 2000 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. Smith recognized that many individuals and families were not receiving adequate financial planning and investment advice and set out to create a firm that provided trustworthy and personalized services to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Harvard Square Financial Planning is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. Additionally, the firm has a clean disciplinary record, with no disciplinary actions taken against them by regulators or legal authorities.