Half Moon Financial Planning, LLC
Half Moon Financial Planning, LLC (CRD# 125433) is a financial advisory firm headquartered in , . They manage $24,300,000 in 26 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$934,615
- 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
Thomas Doherty (CRD# 4667117) is an Investment Advisor Representative working at Half Moon Financial Planning, LLC in Kingston, NH and has over 14 years of experience in the finance industry.