Leonard Hirst
Hirst Financial Independence Planning · Fall River, Massachusetts
Leonard Hirst is a fee-only financial advisor at Hirst Financial Independence Planning in Fall River, Massachusetts, who holds the CFP credential. Hirst Financial Independence Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hirst Financial Independence Planning |
|---|---|
| Based in | Fall River, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $101.2M across 400 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 1235202 |
| Exams passed | Series 63 (1997) · Series 65 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.hirstfip.com |
How Leonard's firm compares
- Hirst Financial Independence Planning's average account is about $253,000, from its Form ADV (assets managed divided by 400 accounts).
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Questions about Leonard
Is Leonard Hirst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and Hirst Financial Independence Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leonard charge for financial advice?
Leonard's firm, Hirst Financial Independence Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leonard Hirst based?
Leonard Hirst is based in Fall River, Massachusetts.
What credentials does Leonard Hirst hold?
Leonard Hirst holds the CFP credential.
Is Leonard Hirst registered with the SEC?
Yes. Leonard Hirst is registered as an investment adviser representative in MA and TX (CRD 1235202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hirst Financial Independence Planning manage?
Hirst Financial Independence Planning reports $101.2M across 400 accounts in assets under management.
How do I contact Leonard Hirst?
Through Leonard's website, www.hirstfip.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
- 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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