Four Ponds Financial Planning

Four Ponds Financial Planning (CRD# 142683) is a financial advisory firm headquartered in Mashpee, MA. They manage $150,186,036 in 405 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
13 Steeple Street, Suite 203, Mashpee, MA 02649
https://www.facebook.com/fourpondsfinancial/
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $370,830
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, RI, SC, TX

Financial Advisors at Four Ponds Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
David McPherson, financial advisor Mashpee MA
David J. McPherson
CRD#: 5266409
13 Steeple Street, Suite 203, Mashpee, MA 02649
David McPherson (CRD# 5266409) is an Investment Advisor Representative working at Four Ponds Financial Planning in Falmouth, MA and has over 9 years of experience in the finance industry.
2
Therese Nicklas, financial advisor Rockland MA
Therese R. Nicklas
CRD#: 4410823
800 Hingham St., Rockland, MA 02370

Therese Nicklas (CRD# 4410823) is an Investment Advisor Representative working at Four Ponds Financial Planning in Rockland, MA and has over 22 years of experience in the finance industry.

3
Keyana Russ, financial advisor Mashpee MA
Keyana J. Russ
CRD#: 7462925
13 Steeple Street, Suite 203, Mashpee, MA 02649

Keyana Russ (CRD# 7462925) is an Investment Advisor Representative working at Four Ponds Financial Planning in Mashpee, MA and has over 2 years of experience in the finance industry.

4
Nicole Tsafos, financial advisor Mashpee MA
Nicole L. Tsafos
CRD#: 7651163
13 Steeple Street, Suite 203, Mashpee, MA 02649

Nicole Tsafos (CRD# 7651163) is an Investment Advisor Representative working at Four Ponds Financial Planning in Mashpee, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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