CRD: 130356
Linnard Financial Management & Planning, Inc.
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2002
- Office Locations
- 1
Office Locations
About Linnard Financial Management & Planning, Inc.
Linnard Financial Management & Planning is a Massachusetts-based, fee-only RIA providing comprehensive financial planning and ongoing, risk-managed portfolio management, with an emphasis on retirement planning and navigating market volatility. Led by CFP professionals David and Barbara Linnard (NAPFA), the firm delivers objective advice, does not sell products or take commissions, and typically implements ETF-focused portfolios tailored to each client’s goals.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BARBARA V LINNARD
Certified Financial Planner, VICE PRESIDENT
- CRD
- #4755372
- Ownership
- 50% but less than 75%
DAVID C LINNARD
Certified Financial Planner
- CRD
- #4755369
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,362,003 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,362,003 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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