Standard Planning Company
Standard Planning Company (CRD# 129507) is a financial advisory firm headquartered in Rockport, MA. They manage $38,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$316,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bruce Holdridge (CRD# 1050676) is an Investment Advisor Representative working at Standard Planning Company in Rockport, MA and has over 35 years of experience in the finance industry. Bruce Holdridge 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.