$88.0K Total AUM
$88.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2018
- Office Locations
- 1
Office Locations
-- Duxbury MA
About Wealth Management Planning
Wealth Management Planning is a Duxbury, MA boutique focused on retirement-oriented financial planning, financial reviews, and tailored investment management. The firm serves individuals and families, including retirees and business owners, with portfolio construction plus insurance, tax, and legacy planning support. Client portfolios are primarily ETF-based, with custody through Interactive Brokers.
Team overview
-- AVG AGE
$88.0K AVG AUM / ADVISOR
$22.0K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
H
HENRY JOSEPH FRATTAROLI JR
Founder, President
- CRD
- #213250
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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