CRD: 291360
Access Financial Planning, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-22-2018
- Office Locations
- 1
Office Locations
About Access Financial Planning, LLC
Access Financial Planning, LLC is a fee-only, fiduciary RIA led by a CERTIFIED FINANCIAL PLANNER® who is also an IRS Enrolled Agent. The firm provides tax-efficient retirement planning, comprehensive financial planning, portfolio reviews, and ongoing investment management for clients in the Boston area and nationwide. Portfolios can be implemented with institutional investment management capabilities via its Focus Partners partnership.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on October 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PATRICIA ELLEN ROSEN
Chief Compliance Officer, PRINCIPAL
- CRD
- #1205029
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,393,563 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,393,563 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Access Financial Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.