SHARON LUND, FINANCIAL PLANNING, INC.

SHARON LUND, FINANCIAL PLANNING, INC. is an SEC-registered investment adviser (CRD 129275).

Registration

• CRD: 129275
• Type: Registered investment adviser
• Phone: 781-444-9931
• Latest filing: 2026-03-30
• Clients: 1

Business model

Compensation: Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search