Harvard Square Financial Planning

Harvard Square Financial Planning (CRD# 166131) is a financial advisory firm headquartered in Cambridge, MA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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.


Financial Advisors at Harvard Square Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Mary N. Koenig
CRD#: 4579616
Lexington, MA

Mary Koenig (CRD# 4579616) is an Investment Advisor Representative working at Harvard Square Financial Planning in Lexington, MA and has 1 year of experience in the finance industry. Mary Koenig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.