Four Ponds Financial Planning

Retirement Planning Firm in Boston, MA

Firm Info
Address: 10 Post Office Square 8th floor, Boston, MA 02109, USA
Phone: (888) 285-7705

Firm Size
Assets Under Management: $114.1 million
# of Advisors: 2
# of Clients: 324
Client to Advisor Ratio: 162:1
Average Account Size: $352,047
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Four Ponds Financial Planning Overview

Four Ponds Financial Planning is a fee-only investment advisory firm based in Mashpee, MA. Their focus is solely on investment advice, providing clients with an unbiased perspective on their financial situation. Despite being a relatively new entrant in the industry, the firm has already established itself as a reliable provider of financial planning services. Since their inception in 2021, Four Ponds Financial Planning has been providing clients with personalized financial planning and portfolio management services. They help individuals and small businesses make informed decisions about their finances, offering a range of services that can be customized to meet individual needs. Their portfolio management services are particularly noteworthy, as they utilize a disciplined approach to portfolio construction and management. In addition to their core services, Four Ponds Financial Planning also offers educational seminars and workshops to help clients better understand their financial options and make informed decisions about their future. They are committed to empowering their clients to take control of their investments and build a secure financial future. With their client-focused approach and commitment to excellence, Four Ponds Financial Planning is a leading firm in the investment advisory space.

FOUR PONDS FINANCIAL PLANNING serves a diverse range of clients, including individuals seeking sound financial guidance, and high net worth individuals with complex financial needs. The firm’s team of seasoned professionals understands that financial planning is not a one-size-fits-all process and therefore tailor their services to meet the unique needs of each client. Whether a client is looking to establish a comprehensive financial plan and investment strategy or simply seeking guidance on specific financial decisions, FOUR PONDS FINANCIAL PLANNING is dedicated to providing attentive, personalized services that best meet their clients’ individual goals. FOUR PONDS FINANCIAL PLANNING offers flexible fee structures designed to meet the diverse financial needs of their clients. The firm’s percentage of AUM fee structure is based on a percentage of the assets managed on behalf of the client, ensuring that the firm’s interests are aligned with the client’s financial objectives. Alternatively, the firm also provides hourly and fixed fee structures, which may be suitable for clients seeking specific financial services, such as tax planning or estate planning. Ultimately, FOUR PONDS FINANCIAL PLANNING is committed to transparent, flexible fee structures to ensure that clients understand and are comfortable with the cost of their financial planning services.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Four Ponds Financial Planning does not mention an investment minimum.

How This Office Can Help Boston, MA Residents

Four Ponds Financial Planning is a trusted financial planning firm that assists clients in Boston, MA, with a range of tailored financial solutions to meet their individual needs. The firm offers a wide range of services including goal setting, retirement planning, investment management, tax planning, estate planning, risk management, and more. Clients in Boston, MA may face unique financial challenges such as high living costs, heavy traffic, high taxes, and volatile property values. Four Ponds Financial Planning works closely with clients to address these challenges and ensure they have a solid financial plan in place to achieve their financial goals. The firm aims to educate clients on the different financial options available, provide personalized guidance to help them make informed decisions, and keep them up-to-date on market trends and changes in tax laws. With Four Ponds Financial Planning, clients can rest assured that their financial future is in safe hands.


Services Offered by Four Ponds Financial Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Four Ponds Financial Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 10 Post Office Square 8th floor, Boston, MA 02109, USA
Phone (888) 285-7705
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 13 STEEPLE STREET, SUITE 202, MASHPEE, MA 2649, United States

This firm has no other locations.

State Registrations

Four Ponds Financial Planning is registered to service clients in the following states:

  • Maine
  • Massachusetts
  • New Hampshire
  • Rhode Island
  • South Carolina
  • Texas

Disciplinary History

Four Ponds Financial Planning does not have any disclosures. Please visit it's Form ADV for more details.