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ACCESS FINANCIAL PLANNING, LLC
CRD 291360
40R MERRIMAC STREET, SUITE 201E, NEWBURYPORT, MA, 01950, United States
Phone
(978) 237-5833
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.4M
Discretionary AUM
$14.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $14.4M |
All web addresses on file
Official SEC filing: View on IAPD