Gather Financial Planning
Gather Financial Planning (CRD# 164542) is a financial advisory firm headquartered in Falmouth, ME. They manage $148,426,333 in 400 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management148MILLION
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Total Number of Accounts400ACCOUNTS
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Average Account Value$371,066
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA, ME, NC, NH, TX
Michael Goldman (CRD# 5745885) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 14 years of experience in the finance industry. Michael Goldman 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.
Maryjane Holmes (CRD# 4645595) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 20 years of experience in the finance industry. Maryjane Holmes 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.
Abigail Morton (CRD# 4788220) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 20 years of experience in the finance industry. Abigail Morton 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.
Mark Rich (CRD# 6528724) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has 1 year of experience in the finance industry. Mark Rich 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.
Elizabeth Williams (CRD# 6971978) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 5 years of experience in the finance industry.