Aspire Financial Advisors, Inc.

Aspire Financial Advisors, Inc. (CRD# 164902) is a financial advisory firm headquartered in Concord, MA. They manage $1,808,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $120,533
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Aspire Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John F. Harrison
CRD#: 2129954
300 Baker Avenue, Suite 300, Concord, MA 01742
96
Wealthminder
score

John Harrison (CRD# 2129954) is an Investment Advisor Representative working at Aspire Financial Advisors, Inc. in Concord, MA and has over 25 years of experience in the finance industry. John Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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