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Access Financial Planning, LLC

Access Financial Planning, LLC. CRD 291360

Access Financial Planning, LLC logo

CRD: 291360

Access Financial Planning, LLC

Newburyport, MA, 01950
9782375833
accessfinancialplanning.com
$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
HarborSummit atlas +more
Established Date
03-22-2018
Office Locations
1

Office Locations

40R Merrimac Street Suite 201e Newburyport MA

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.

Team overview

47 AVG AGE
$14.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Horizon catalyst Harbor Summit Vector radial

Client Personas

Atlas beacon

Custodian

Frontier radial Legacy Fusion north

Investment Themes

Foundation Glacier Zenith Ridge vertex Prime Vital prime

Investment Vehicles

Optima Foundation

Platform

Radial pioneer

Services

Capital momentum Pioneer catalyst Alpha Optima Zenith bridge Glacier Momentum summit Foundation vertex North vital Harbor matrix Prime vital

Technology

Frontier wave Unison Catalyst vector Frontier Signal pathway Legacy wave Ember

Owner & Executives

PATRICIA ELLEN ROSEN

PATRICIA ELLEN ROSEN

Chief Compliance Officer, PRINCIPAL

CRD
#1205029
Ownership
75% or more
(711) 853-3587
crest.unison@meridiancapital.com
in linkedin.com/in/glacier-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $14,393,563

$14.4M Total SMA
Public Funds:
17.2%
Cash:
25.6%
U.S. Government/Agency:
32.0%
Equity - Exchange:
25.2%
Asset class Assets Assets %
Public Funds $170,357,854 17.2%
Cash $253,555,876 25.6%
U.S. Government/Agency $316,944,845 32.0%
Equity - Exchange $249,594,067 25.2%
Total $990,452,642 100.0%

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