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Advisor

Eric Scruggs

Hark Financial Planning, LLC · Stoneham, Massachusetts

Eric Scruggs is a fee-only financial advisor at Hark Financial Planning, LLC in Stoneham, Massachusetts, who holds the CFP, EA and MBA credentials. Hark Financial Planning, LLC reports charging hourly fees and fixed fees on its Form ADV.

HourlyFixed fees Fee-only CFPEAMBA

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Facts

FirmHark Financial Planning, LLC
Based in Stoneham, Massachusetts
Fee model (firm's Form ADV)Hourly · Fixed fees
Assets under management$25.7M across 105 accounts
CredentialsCFP · EA · MBA
Firm size1 employee
Websiteharkfp.com
LinkedInProfile

How Eric's firm compares

  • Hark Financial Planning, LLC's average account is about $245,000, from its Form ADV (assets managed divided by 105 accounts).

What fee-only advisors charge in Massachusetts

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Questions about Eric

Is Eric Scruggs a fee-only financial advisor?

Yes. Eric Scruggs is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Eric charge for financial advice?

Eric's firm, Hark Financial Planning, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.

Where is Eric Scruggs based?

Eric Scruggs is based in Stoneham, Massachusetts.

What credentials does Eric Scruggs hold?

Eric Scruggs holds the CFP, EA and MBA credentials.

How much does Hark Financial Planning, LLC manage?

Hark Financial Planning, LLC reports $25.7M across 105 accounts in assets under management.

How do I contact Eric Scruggs?

Through Eric's website, harkfp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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