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).
Total Assets Under Management27MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$900,000
- 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 13 years of experience in the finance industry.