Advanced Portfolio Design, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Portfolio Design serves individuals, families, business owners, trusts and charities seeking fee‑only asset management and comprehensive financial planning. The firm provides portfolio management, tax-aware financial planning and a combined "Wealth Planning" service that can include tax preparation performed by enrolled agents for clients who use both planning and management services.
Portfolios are built around asset allocation and Modern Portfolio Theory using computer‑based models, with clients able to choose active or passive approaches and with adjustments for tax brackets and cash‑flow needs. The firm manages accounts on either a discretionary or non‑discretionary basis and commonly operates under non‑discretionary arrangements that require client approval before trades are executed, a practice that is less common among similar firms.
Noteworthy features in the brochure include a willingness to include digital assets (cryptocurrencies and tokens) in client accounts, along with explicit disclosure of the unique risks those assets carry. The firm also emphasizes use of an integrated custodian platform to support reporting and planning, and it does not vote client proxies on their behalf.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Planning flat fees typically range from $4,000 to $12,000; flat annual fees may be negotiated based on net worth and complexity
Account minimum: $1,000,000 (may be waived in discretion) Fee-only: Annual negotiable fees typically range from 0.6% to 1.3% depending on service, with typical ranges for Asset Management (0.8%-1.1%) and Wealth Planning (0.9%-1.2%)
Main office
515 Groton Road Suite 201
Westford MA 01886
Advisors at this office
3
Most active in
Florida · Louisiana · Massachusetts · New Hampshire
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
Quick links
Advisors at this firm
Jennifer M
CFP®, Series 65
Westford, MA
Advanced Portfolio Design, LLC
Jennifer Murphy is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Advanced Portfolio Design, LLC since 2016. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning. The firm employs portfolio construction based on asset allocation and Modern Portfolio Theory, offering both active and passive options, with adjustments for tax brackets and cash-flow needs.
Hope C
Series 65
Westford, MA
Advanced Portfolio Design, LLC
Hope Canniff is a Series 65 credentialed advisor with Advanced Portfolio Design, LLC, where she has worked for a total of four years. Her background includes positions at Moonstones Restaurant and academic roles at the University of Massachusetts, Lowell and the University of Central Florida. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning, utilizing asset allocation and Modern Portfolio Theory in portfolio construction. The firm offers both active and passive investment approaches and incorporates tax-aware planning, including tax preparation services, while managing accounts on discretionary and non-discretionary bases.
Peter C
CFP®, Series 63
Westford, MA
Advanced Portfolio Design, LLC
Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.
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