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Four Ponds Financial Planning
Mashpee, Massachusetts
Four Ponds Financial Planning, a well-established investment advisory firm, is headquartered in Mashpee, MA, and serves a loyal clientele of over 50 individual clients. With an impressive $121,713,000 in assets under management, this small firm has solidified its position as a trusted financial partner.
With a specialized focus on managing employer 401Ks and individual portfolios, Four Ponds Financial Planning possesses extensive expertise in these areas. More than 80% of their assets under management are derived from employer 401Ks and individuals, showcasing their proficiency in handling such plans for employers and employees ...see more
Assets Under Mgmt
$121.71M
Investment Professionals
3
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Reviews for Four Ponds Financial Planning
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