# FOUR PONDS FINANCIAL PLANNING LLC

FOUR PONDS FINANCIAL PLANNING LLC of MASHPEE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 142683
- Type: SEC-registered investment adviser
- SEC file number: 801-121834
- Location: 13 STEEPLE STREET, SUITE 203, MASHPEE, MA, 02649
- Phone: 888-285-7705
- Latest filing: 2024-02-19
- Regulatory AUM: $150.2M
- Discretionary AUM: $139.4M
- Non-discretionary AUM: $10.7M
- Clients: 4
- Accounts: 405

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| MCPHERSON DAVID JOSEPH | PRINCIPAL/MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142683/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142683/similar
- Related entities: https://search.stillhousedata.com/firm/142683/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142683

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.