HARVARD SQUARE FINANCIAL PLANNING

HARVARD SQUARE FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 166131).

Registration

• CRD: 166131
• Type: Registered investment adviser
• Phone: (781) 652-8862
• Latest filing: 2026-03-23
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166131 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search