Andover, MA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Launch Financial Planning
Supported
Firm-wide stats for Launch Financial Planning
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.
Based on Launch Financial Planning
Expertise
Based on Launch Financial Planning
Location
Andover MA
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)