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Launch Financial Planning

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

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Fee options

Percentage

$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%

Project-based

$275 per hour for Financial Planning Services

Other

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 office

2 Dundee Park Drive, Suite 303 B

Andover MA 01810

Advisors at this office

1

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

Advisors at this firm

Brad W

CFP®

Andover, MA

Launch Financial Planning

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Doctor or Medical Professional Technology Professional Founder/Business Owner Gen X (Born 1965-1980)
user avatar

Jasmine G

Series 65

Andover, MA

Launch Financial Planning

Jasmine Gautam is a financial advisor at Launch Financial Planning with five years of industry experience. She holds a Series 65 designation and has worked at Launch Financial Planning since 2020, following eight years at New England Financial Planning Group. Launch Financial Planning is a small firm managing approximately $49.8 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm provides investment management, financial planning, and pension consulting services, combining fundamental research with technical and cyclical analysis to support both long-term and short-term investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
View complete list of advisors at this firm
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