Hirst Financial Independence Planning, Inc.

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
0

Firm details

Headquarters
Fall River, Massachusetts
CRD number
342919
Registered since
July 8, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hirst Financial Independence Planning, Inc. is a corporate advisory firm that registered with the SEC in 2026 and is identified in the source data as a newly formed, unclassified adviser. The firm is not documented as a capital allocator and is not designated a multi-state adviser. It does not describe itself as an ESG investor, pension consultant, or a related adviser to another registered firm. Service offerings focus on financial planning and portfolio management. The firm lists financial planning services and portfolio management for both individuals/small businesses and for businesses or institutions. Its fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements, indicating flexibility to serve both ongoing investment relationships and project-based planning work. The firm’s industry affiliation is noted as a law firm, which could reflect a connection or alignment with legal services but no further detail on that relationship is provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fall River, MA

Bristol

Location

Fall River, MA

Headquartered in Fall River, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Bristol
Address
99 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth