ACCESS FINANCIAL PLANNING, LLC

ACCESS FINANCIAL PLANNING, LLC of NEWBURYPORT, MA is an SEC-registered investment adviser (CRD 291360). Regulatory assets under management: $14.4M.

Registration

• CRD: 291360
• Type: Registered investment adviser
• Location: 40R MERRIMAC STREET, NEWBURYPORT, MA, 01950
• Phone: (978) 237-5833
• Latest filing: 2026-03-25
• Regulatory AUM: $14.4M
• Discretionary AUM: $14.4M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 291360 on SEC IAPD (source of record)
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