Access Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Access Financial Planning, LLC provides personalized, fee‑only financial planning and investment advisory services to individuals, families and small businesses. The firm’s services include comprehensive planning across retirement, tax, estate, cash‑flow and risk management, plus investment management and coordination with outside managers when appropriate.
The firm develops client‑specific investment policies using financial modeling and a mix of fundamental, technical and passive strategies, then implements portfolios with institutional and no‑load mutual funds, ETFs and individual securities. Accounts are supervised on an ongoing basis with periodic reviews and annual meetings to reassess objectives, suitability and any client‑imposed restrictions.
A distinctive feature is the firm’s offering of occasional fee‑based educational seminars on general financial planning topics, which the brochure describes as purely educational and sometimes sponsored events. The principal’s dual credentials as a CFP® and an Enrolled Agent are highlighted in the brochure, supporting the firm’s emphasis on integrated tax planning, employee benefits optimization, credit‑score review and business‑planning services alongside investment advice.
Client services
Expertise
Occupation focus
Fee options
Additional flat fee generally ranges from $6,000 to $10,000 per annum, payable quarterly in advance
Minimum fee: Additional flat fee generally ranges from $6,000 to $10,000 per annum based on client complexity Fee-only: AFP is a fee-only financial planning firm and does not accept commissions or referral fees
Main office
112 Parker Street, Suite 203
Newburyport MA 01950
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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