Firm
Hirst Financial Independence Planning
Fall River, Massachusetts
Fee-only
Hirst Financial Independence Planning 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 4 employees and 190 individual clients, 34 of them high net worth.
- Its average account is about $253,000 (assets it manages divided by its 400 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Fall River, Massachusetts |
|---|---|
| Website | hirstfip.com |
| Phone | (508) 636-3595 |
Hirst Financial Independence Planning fees
Hirst Financial Independence Planning 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $101 million |
| Individual clients | 156 |
| High-net-worth clients | 34 |
| Accounts managed | 400 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-136636) |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 342919 |