HARK FINANCIAL PLANNING

HARK FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 324693). Regulatory assets under management: $25.7M.

Registration

• CRD: 324693
• Type: Registered investment adviser
• Phone: (617) 221-8784
• Latest filing: 2026-03-05
• Regulatory AUM: $25.7M
• Discretionary AUM: $25.7M
• Clients: 1
• Accounts: 105

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324693 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search