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Launch Financial Planning

Launch Financial Planning. CRD 307327

Launch Financial Planning logo

CRD: 307327

Launch Financial Planning

Andover, MA, 01810
9782452424
launchfp.com
$49.8M Total AUM
$31.6M Disc. AUM
-- 3Y CAGR
2 Employees
59 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
UnisonHarbor oak +more
Established Date
04-27-2020
Office Locations
2

Office Locations

2 Dundee Park Drive Suite 303-B Andover MA
-- Andover MA

About Launch Financial Planning

Launch Financial Planning is a fee-only firm in Andover, MA providing full-service financial planning and investment planning. They focus on medical professionals, tech employees with RSUs/stock options, media professionals, and business owners, and also advise corporate clients on 401(k) plan design and ongoing support. Portfolios emphasize asset allocation using ETFs and mutual funds; led by CFP co-founder Brad Wright and Jasmine Gautam.

Team overview

51 AVG AGE
$24.9M AVG AUM / ADVISOR
$843.9K AVG AUM / CLIENT
6.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Radial meridian Delta foundation Prime Pathway zenith Foundation zenith Legacy Eagle

Client Personas

Value bridge Meridian

Custodian

Vector ember Legacy Frontier alpha

Investment Themes

Matrix value Zenith focus Pioneer insight Vector

Investment Vehicles

Horizon signal

Platform

Focus

Services

Atlas Momentum Prime value Legacy Beacon zenith Peak Radial Peak Element Insight Ridge horizon

Technology

Value Capital Prime pathway

Owner & Executives

JASMINE GAUTAM

JASMINE GAUTAM

Chief Compliance Officer, Chief Operating Officer, Managing Member

CRD
#6022739
Ownership
50% but less than 75%
(595) 464-8606
focus.oak@summitcapital.com
in linkedin.com/in/momentum-bridge
BRADFORD TRAVIS WRIGHT

BRADFORD TRAVIS WRIGHT

Financial Planner, Managing Member

CRD
#6239582
Ownership
50% but less than 75%
(859) 394-5691
fusion.timber@wavecapital.com
in linkedin.com/in/vector-catalyst

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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 $31,619,436 --
Non-Discretionary $18,169,470 --
Total $49,788,906 --

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Separately Managed Accounts

Total SMA Asset: $49,788,906

$49.8M Total SMA
Public Funds:
7.9%
Equity - Exchange:
26.0%
Cash:
15.2%
Corporate - Investment Grade:
25.6%
Municipal Bonds:
25.3%
Asset class Assets Assets %
Public Funds $489,534,186 7.9%
Equity - Exchange $1,611,125,170 26.0%
Cash $941,888,561 15.2%
Corporate - Investment Grade $1,586,338,629 25.6%
Municipal Bonds $1,567,748,723 25.3%
Total $6,196,635,269 100.0%

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