Barbara Linnard
Linnard Financial Management & Planning · Boxborough, Massachusetts
Barbara Linnard is a fee-only financial advisor at Linnard Financial Management & Planning in Boxborough, Massachusetts. Barbara charges a percentage of assets and an ongoing planning fee and focuses on retirement planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Linnard Financial Management & Planning |
|---|---|
| Based in | Boxborough, Massachusetts |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $3.4M across 29 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4755372 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.linnardfinancial.com |
How Barbara's firm compares
- Linnard Financial Management & Planning's average account is about $116,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Barbara
Is Barbara Linnard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Linnard Financial Management & Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara charges a percentage of assets and an ongoing planning fee.
Where is Barbara Linnard based?
Barbara Linnard is based in Boxborough, Massachusetts.
What does Barbara specialize in?
Barbara's specialties include retirement planning. Barbara works with pre-retirees.
Is Barbara Linnard registered with the SEC?
Yes. Barbara Linnard is registered as an investment adviser representative in MA (CRD 4755372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Linnard Financial Management & Planning manage?
Linnard Financial Management & Planning reports $3.4M across 29 accounts in assets under management.
How do I contact Barbara Linnard?
Through Barbara's website, www.linnardfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Linnard Financial Management & Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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