Four Ponds Financial Planning
Four Ponds Financial Planning (CRD# 142683) is a financial advisory firm headquartered in Falmouth, MA. They manage $47,748,430 in 147 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts147ACCOUNTS
Average Account Value$324,819
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MA, RI, TX
Justin Green (CRD# 6834271) is an Investment Advisor Representative working at Four Ponds Financial Planning in Falmouth, MA and has 1 year of experience in the finance industry.