Sharon Lund: fee-only financial advisor in Needham, Massachusetts

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Facts

Firm	Sharon Lund, Financial Planning
Based in	Needham, Massachusetts
Fee model (firm's Form ADV)	Hourly
SEC registration	Investment adviser representative in MA · CRD 4726352
Exams passed	Series 65 (2002)
Firm size	1 employee
Disclosures	None reported

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Questions about Sharon

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.

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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