Hirst Financial Independence Planning, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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