Joshua Massa
Advisor at The Harbor Group, Inc. — Bedford, NH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
2 years
Location
Bedford, NH 03110
The Harbor Group, Inc.
Team
Total advisors
9Clients per advisor
78 HighAvg AUM per client
$2,834,230 Very HighHNW client ratio
65% Very HighJoshua Massa is a CFP® professional with two years of industry experience. He has worked at The Harbor Group, Inc. since 2022 and previously held positions at TD Bank and the Transportation Security Administration. Massa also served in the United States Marine Corps from 2016 to 2022 and co-founded Party Vision, LLC. The Harbor Group, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation using primarily no-load mutual funds and ETFs with integrated tax planning and preparation services, reviewing accounts quarterly and overseeing investments through a weekly internal committee.
Based on The Harbor Group, Inc.
Based on The Harbor Group, Inc.
Tax preparation services fixed fees generally range between $200 and $5,000 depending on complexity
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000 - $6,000,000: 0.50% $6,000,000 - $8,000,000: 0.40% $8,000,000 - $10,000,000: 0.30% $10,000,000+: 0.20%
Financial planning hourly rates from $125 to $650 per hour depending on planner
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee, billed as $2,500 minimum quarterly fee for accounts under $1,000,000 Fee-only: Financial planning hourly rates from $125 to $650 per hour; fixed fees for tax preparation services ranging from $200 to $5,000
Bedford, NH
331 South River Road
Bedford NH 03110
Advisors at this office
9
New Hampshire
2 years of industry experience
The Harbor Group, Inc.
2022 - Present • 4 years
Bedford, NH
TD BANk
2021 - 2022 • 1 year
Salem, NH
Transportation Security Administration (TSA)
2018 - 2021 • 3 years
Manchester, NH
UNITED STATES Marine Corps
2016 - 2022 • 6 years
Londonderry, NH
Party Vision, LLC
2016 - 2017 • 1 year
Amherst, NH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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