LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.

LINNARD FINANCIAL MANAGEMENT & PLANNING, INC. is an SEC-registered investment adviser (CRD 130356). Regulatory assets under management: $3.4M.

Registration

• CRD: 130356
• Type: Registered investment adviser
• Phone: 978-266-2958
• Latest filing: 2026-03-28
• Regulatory AUM: $3.4M
• Discretionary AUM: $3.4M
• Clients: 2
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Other.

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 130356 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search