HARBOR ASSET PLANNING, INC.

HARBOR ASSET PLANNING, INC. is an SEC-registered investment adviser (CRD 144944). Regulatory assets under management: $187.3M.

Registration

• CRD: 144944
• SEC file number: 801-129471
• Type: Registered investment adviser
• Phone: 617-489-0324
• Latest filing: 2026-01-09
• Regulatory AUM: $187.3M
• Discretionary AUM: $187.3M
• Clients: 3
• Accounts: 99

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144944 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search