Hirst Financial Independence Planning, Inc.

RIASEC Registered

Total AUM

$101M

Discretionary

$100M

99% of AUM

Avg account

$253K

Accounts

400

Employees

Advisory reps

Firm details

Headquarters: Fall River, Massachusetts
CRD number: 342919
Registered since: July 8, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.86%
Individuals45.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hirst Financial Independence Planning, Inc. is an independent, individually owned registered investment adviser that provides planning and portfolio management primarily for individuals and families. The firm is SEC-registered (2026) and bills clients through a mix of asset-based fees, hourly charges, and fixed fees. Primary advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. The firm lists a law firm among its industry affiliations and is not positioned as a capital allocator or pension consultant.