Hark Financial Planning, LLC
Stoneham, Massachusetts
Hark Financial Planning, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients, 8 of them high net worth.
- Its average account is about $245,000 (assets it manages divided by its 105 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Stoneham, Massachusetts |
|---|---|
| Website | harkfp.com |
| [email protected] | |
| Phone | (617) 221-8487 |
Questions about Hark Financial Planning, LLC
How is Hark Financial Planning, LLC paid?
Hark Financial Planning, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Hark Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Hark Financial Planning, LLC.
What is the average account at Hark Financial Planning, LLC?
Hark Financial Planning, LLC's average account is about $245,000. That's the assets on its Form ADV divided by its 105 accounts.
Hark Financial Planning, LLC fees
Hark Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $26 million |
| Individual clients | 14 |
| High-net-worth clients | 8 |
| Accounts managed | 105 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 324693 |
Advisors at this firm (1)
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