Harbor Asset Planning, Inc.

Harbor Asset Planning, Inc. (CRD# 144944) is a financial advisory firm headquartered in Belmont, MA. They manage $66,993,143 in 234 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $286,295
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
  • Pension consulting services
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, MD, VA

Financial Advisors at Harbor Asset Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ellen D. Ginsberg
CRD#: 5195589
48 Leonard Street, 2nd Floor, Belmont, MA 02478
98
Wealthminder
score

Ellen Ginsberg (CRD# 5195589) is an Investment Advisor Representative working at Harbor Asset Planning, Inc. in Belmont, MA and has over 10 years of experience in the finance industry.

2
Scott H. Leabman
CRD#: 5296025
48 Leonard Street, 2nd Floor, Belmont, MA 02478
93
Wealthminder
score

Scott Leabman (CRD# 5296025) is an Investment Advisor Representative working at Harbor Asset Planning, Inc. in Belmont, MA and has over 9 years of experience in the finance industry.

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