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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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.


Financial Advisors at Standard Planning Company
Showing 1 - 1 of 1 top financial advisors.
Bruce E. Holdridge
CRD#: 1050676
11 School Street, Rockport, MA 01966

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.

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