# Beth Lundberg

> Beth Lundberg is a fee-only financial advisor at Hawthorne Wellman Financial Planning in Tyngsboro, Massachusetts, who holds the CFP credential. Beth charges hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $3,000 and $250 an hour) and focuses on retirement planning, equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/beth-lundberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hawthorne Wellman Financial Planning
- **Based in:** Tyngsboro, Massachusetts
- **Fee model:** Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $3,000; $250 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $75K across 2 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Equity compensation, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, High earners, Executives
- **CRD:** 7501024 (https://adviserinfo.sec.gov/individual/summary/7501024)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.hawthornewellman.com

## Frequently asked questions

### Is Beth Lundberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Beth holds no broker registration, and Hawthorne Wellman Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Beth charge for financial advice?

Beth charges hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Beth charge?

According to Hawthorne Wellman Financial Planning's website, checked October 30, 2026: one-time plans from $3,000; $250 an hour.

### Does Beth work with clients virtually?

Yes. Hawthorne Wellman Financial Planning says on its website that it works with clients remotely.

### Where is Beth Lundberg based?

Beth Lundberg is based in Tyngsboro, Massachusetts.

### What does Beth specialize in?

Beth's specialties include retirement planning, equity compensation, tax planning and estate & legacy planning. Beth works with pre-retirees, high earners and executives.

### What credentials does Beth Lundberg hold?

Beth Lundberg holds the CFP credential.

### Is Beth Lundberg registered with the SEC?

Yes. Beth Lundberg is registered as an investment adviser representative in MA (CRD 7501024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hawthorne Wellman Financial Planning manage?

Hawthorne Wellman Financial Planning reports $75K across 2 accounts in assets under management.

### How do I contact Beth Lundberg?

Through Beth's website, www.hawthornewellman.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7501024): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.hawthornewellman.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.