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).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $324,819
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, TX

Financial Advisors at Four Ponds Financial Planning
Showing 1 - 2 of 2 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.
2
Justin R. Green
CRD#: 6834271
101 Town Hall Square, Falmouth, MA 02540
87
Wealthminder
score

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.

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