Access Financial Planning, LLC

Overview

Access Financial Planning, LLC is an independent, owner-operated registered investment adviser organized as an LLC and based in Massachusetts. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Compensation is a mix of percentage-of-AUM and fixed-fee arrangements. The adviser does not position itself as a capital allocator, does not market itself as an ESG investor, and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices