Assist FP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Assist FP provides investment management and a range of financial planning services to individuals, self‑employed people, and small business owners. As of December 31, 2025 the firm reported approximately $779,721 in assets under management across eight client relationships and offers project‑based planning, hourly engagements, and an ongoing subscription-style comprehensive planning option without a stated account minimum.
The firm typically builds diversified portfolios using passive index mutual funds and exchange‑traded funds within a framework informed by fundamental company analysis and modern portfolio theory, emphasizing long‑term allocation and tax efficiency. Accounts are managed on a discretionary basis through the Altruist custodial platform, are reviewed quarterly, and trades are implemented on an individual account basis rather than as aggregated block trades.
Noteworthy features in the brochure include a formal seminars and speaking program—ranging from pro‑bono presentations to paid engagements—and the firm’s use of third‑party ratings in its public materials. The brochure also discloses that the firm’s principal operates a separate business offering business coaching and CFO‑style advisory services, which can complement planning work for small‑business clients.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fee $500 - $5,000
$0 - $10,000,000: 0.75%
$300 per hour with 2-hour minimum
Ongoing comprehensive financial planning monthly fee $149 - $1,000
Fee-only: Fixed fees for project-based financial planning ($500 - $5,000, negotiable); Hourly financial planning at $300/hour with 2-hour minimum; ongoing comprehensive financial planning with upfront fee $250 - $4,000 and ongoing monthly fee $149 - $1,000
Main office
Marlborough MA
Advisors at this office
1
Most active in
Massachusetts · North Carolina · Texas
Also doing business as
Assist Financial Planning L.L.C. · Assist Financial Planning LLC · Assist Fp
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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