Half Moon Financial Planning, LLC

Half Moon Financial Planning, LLC (CRD# 125433) is a financial advisory firm headquartered in , . They manage $39,940,694 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $359,826
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Half Moon Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Doherty, financial advisor Kingston NH
Thomas J. Doherty
CRD#: 4667117
Kingston, NH

Thomas Doherty (CRD# 4667117) is an Investment Advisor Representative working at Half Moon Financial Planning, LLC in Kingston, NH and has over 20 years 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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