Half Moon Financial Planning, LLC

Half Moon Financial Planning, LLC (CRD# 125433) is a financial advisory firm headquartered in , . They manage $27,000,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $900,000
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
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, NH

Financial Advisors at Half Moon Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Doherty
CRD#: 4667117
Kingston, NH
93
Wealthminder
score

Thomas Doherty (CRD# 4667117) is an Investment Advisor Representative working at Half Moon Financial Planning, LLC in Kingston, NH and has over 13 years of experience in the finance industry.

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