Four Ponds Financial Planning

Four Ponds Financial Planning (CRD# 142683) is a financial advisory firm headquartered in Falmouth, MA. They manage $37,185,527 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $281,709
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
  • 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, RI

Financial Advisors at Four Ponds Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
David J. McPherson
CRD#: 5266409
101 Town Hall Square, Falmouth, MA 02540
101
Wealthminder
score
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.
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