A complete list of active advisors currently associated with Houwen Planning Associates Inc.
Warmer can help you find a great advisor at Houwen Planning Associates Inc. or one who fits your needs even better.
Houben Planning Associates serves individuals, families, retirees and small businesses, providing financial planning, retirement-plan consulting and fee-based investment advisory guidance. The firm works primarily with personal retirement accounts and also assists employers with pension and profit-sharing plan design. Its investment work emphasizes customized, cost-conscious planning with a focus on retirement outcomes, recommending lower-cost or no-load vehicles and tailoring allocations to clients’ risk tolerance and experience. HPA provides non-discretionary advice and regular, periodic reviews (typically at least twice annually), encourages clients to choose their own brokers and does not provide continuous daily portfolio management. Noteworthy features include an hourly billing model rather than percentage-of-assets fees and direct client billing rather than fee deduction from accounts, and the brochure reports the firm provided periodic review for roughly $30 million in client assets despite operating with a single registered adviser and part-time administrative support. The firm is also registered to act as an insurance broker/agent and lists insurance-focused professional designations, which inform its retirement and benefits-consulting services.
To learn more about the advisors currently working at Houwen Planning Associates Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brighton, MA
| 22
|
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