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Richard Howard Fingerman

FINANCIAL PLANNING SOLUTIONS, LLC·NEWTON, Massachusetts
Clean recordFINANCIAL PLANNING SOLUTIONS, LLC
134 RUMFORD AVE, NEWTON, MA 02466CRD# 1976526Firm CRD# 168211

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Howard Fingerman · NEWTON, MA
Registration
CRD #1976526 · FINANCIAL PLANNING SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Howard Fingerman is a registered financial advisor based in NEWTON, Massachusetts, affiliated with FINANCIAL PLANNING SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL PLANNING SOLUTIONS, LLC
FINANCIAL PLANNING SOLUTIONS, LLC
AUM
$284M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FINANCIAL PLANNING SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1976526
Firm CRD# 168211
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Howard Fingerman offer?
Richard Howard Fingerman specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Richard Howard Fingerman's credentials?
Richard Howard Fingerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Howard Fingerman located?
Richard Howard Fingerman is based in NEWTON, Massachusetts, working with FINANCIAL PLANNING SOLUTIONS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Richard Howard Fingerman charge for services?
Richard Howard Fingerman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING SOLUTIONS, LLC?
FINANCIAL PLANNING SOLUTIONS, LLC has approximately 7 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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