Launch Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$46,237,718
Clients
54
Advisors
2
across 2 offices
About
Launch Financial Planning is a small advisory firm with two advisors that, per its brochure, manages approximately $49.8 million in client assets. It serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts and estates, and provides ongoing investment management, standalone financial planning, and pension consulting services.
The firm works with clients to develop written investment policy statements and delivers discretionary portfolio construction, asset allocation, and ongoing supervision with at least quarterly reviews. Launch’s investment analysis combines traditional fundamental research with technical trading models, cyclical analysis and charting, and it offers both long-term and short-term/trading strategies; financial planning is offered separately on an hourly basis ($275/hour, $2,750 minimum, with typical delivery timelines noted).
Compared with many peers, Launch explicitly offers pension consulting that can include drafting plan investment policy statements, selecting investment vehicles, monitoring plan performance and providing participant education under ERISA 404(c). The firm does not offer wrap-fee programs, does not utilize third‑party investment advisers, does not vote client proxies (clients receive proxy materials directly), and recommends Charles Schwab for custody while disclosing receipt of practice-support benefits through Schwab Advisor Services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
$275 per hour for Financial Planning Services
Account minimum: $275,000 Minimum fee: Minimum financial planning fee of $2,750 Fee-only: Financial Planning charged at $275 per hour
Main office
See office2 Dundee Park Drive, Suite 303 B
Andover MA 01810
Advisors at this office
1
Offices (2)
Most active in
California · Massachusetts · New Hampshire
Also doing business as
Launch Financial Planning · Launch Financial Planning, LLC
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
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