David Linnard
Linnard Financial Management & Planning · Boxborough, Massachusetts
David Linnard is a fee-only financial advisor at Linnard Financial Management & Planning in Boxborough, Massachusetts, who holds the CFP credential. David 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4755369 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.linnardfinancial.com |
| Profile |
How David'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 David
Is David Linnard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets and an ongoing planning fee.
Where is David Linnard based?
David Linnard is based in Boxborough, Massachusetts.
What does David specialize in?
David's specialties include retirement planning. David works with pre-retirees.
What credentials does David Linnard hold?
David Linnard holds the CFP credential.
Is David Linnard registered with the SEC?
Yes. David Linnard is registered as an investment adviser representative in MA (CRD 4755369), 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 David Linnard?
Through David'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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