# Sharon Lund > Sharon Lund is a fee-only financial advisor at Sharon Lund, Financial Planning in Needham, Massachusetts. Sharon Lund, Financial Planning reports charging hourly fees on its Form ADV. Page: https://find.wellspent.co/advisors/sharon-lund/ Built from SEC adviser records; last checked October 30, 2026. ## Facts - **Firm:** Sharon Lund, Financial Planning - **Based in:** Needham, Massachusetts - **Fee model (firm's Form ADV):** Hourly - **CRD:** 4726352 (https://adviserinfo.sec.gov/individual/summary/4726352) - **SEC registration:** Investment adviser representative in MA - **Exams passed:** Series 65 (2002) - **Firm size:** 1 employee - **Disclosures:** None reported ## Frequently asked questions ### Is Sharon Lund a fee-only financial advisor? Yes, according to SEC records as of October 29, 2026: Sharon holds no broker registration, and Sharon Lund, Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV. ### How does Sharon charge for financial advice? Sharon's firm, Sharon Lund, Financial Planning, reports charging hourly fees on its SEC Form ADV. ### Where is Sharon Lund based? Sharon Lund is based in Needham, Massachusetts. ### Is Sharon Lund registered with the SEC? Yes. Sharon Lund is registered as an investment adviser representative in MA (CRD 4726352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. ### How do I contact Sharon Lund? Contact details aren't on file yet. Search for Sharon Lund, Financial Planning. ## Sources - SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4726352): 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 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.