$25.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Atlas vectorAtlas capital
- Established Date
- 03-30-2023
- Office Locations
- 1
Office Locations
-- Stoneham MA
About Hark Financial Planning
Hark Financial Planning is a Stoneham, MA firm focused on financial planning for attorneys, legal professionals, and mid-career executives. Founder Eric Scruggs (CFP, Enrolled Agent) helps clients navigate career and cash-flow decisions, taxes, and long-term investing, typically using diversified portfolios of ETFs and funds. Member of XY Planning Network.
Team overview
36 AVG AGE
$25.7M AVG AUM / ADVISOR
$659.6K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Fusion Glacier Focus matrix
Client Personas
Bridge Crest
CRM
Unison
Custodian
Zenith glacier
Investment Themes
Meridian Pioneer Oak North
Investment Vehicles
Zenith zenith Vector
Services
Fusion Prime oak Signal element Beacon unison Insight Zenith Matrix
Technology
Timber peak Quantum peak
Owner & Executives
ERIC PRESTON SCRUGGS
Chief Compliance Officer, FINANCIAL PLANNER, FOUNDER
- CRD
- #6082402
- Ownership
- 75% or more
(643) 795-5920
catalyst.wave@catalystcapital.com
in linkedin.com/in/element-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,725,781 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,725,781 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,725,781
Public Funds:
25.8% Equity - Exchange:
24.2% Cash:
29.1% Corporate - Investment Grade:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,615,428,668 | 25.8% |
| Equity - Exchange | $1,515,247,045 | 24.2% |
| Cash | $1,822,053,265 | 29.1% |
| Corporate - Investment Grade | $1,308,622,449 | 20.9% |
| Total | $6,261,351,427 | 100.0% |