Firm
Linnard Financial Management & Planning
Boxborough, Massachusetts
Fee-only
Linnard Financial Management & Planning at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 5 individual clients.
- Its average account is about $116,000 (assets it manages divided by its 29 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boxborough, Massachusetts |
|---|---|
| Website | linnardfinancial.com |
| Phone | (978) 266-2958 |
Linnard Financial Management & Planning fees
Linnard Financial Management & Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 |
|---|---|
| Assets managed | $3 million |
| Individual clients | 5 |
| Accounts managed | 29 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 130356 |