Plan for It Financial, LLC
Firm details
- Headquarters
- Salem, Massachusetts
- CRD number
- 326809
- Website
- planforitfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Plan for It Financial, LLC is a Massachusetts-based limited liability company that provides fee-for-service financial planning. The firm is owned by an individual and structures client engagements on hourly and fixed-fee arrangements rather than percentage-based investment management fees. Reported advisory activity is limited to financial planning services; the firm is not identified as an active ESG investor, a pension consultant, or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
1 of 1
Christopher Lazzaro
FounderCRD 2217556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salem, MA
Essex
Location
Salem, MA
Headquartered in Salem, 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
- Essex
- Address
- 17 Paradise Rd
- Time zone
- ET (UTC-5)
- Office locations
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