This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2013
- Office Locations
- 1
Office Locations
About Financial Strategies, LLC
Financial Strategies, LLC is a Massachusetts fee-only RIA led by CFP(R) Elizabeth Hafkin Pleck, PhD, providing hourly advice, comprehensive planning with implementation, and ongoing discretionary portfolio management. Clients are often near or in retirement, including academics and international households. Portfolios emphasize index funds/ETFs with selective securities, tax-aware rebalancing and tax-loss harvesting, typically custodied at Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ELIZABETH HAFKIN PLECK
Financial Planner, PRINCIPAL
- CRD
- #1661425
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,466,339 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,466,339 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing