Power Plans
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About
Power Plans provides comprehensive financial planning and investment advice to individuals and families, with particular experience working with active and retired military personnel and small, family-owned businesses. Services include cash-flow and retirement planning, insurance and estate planning, education planning, and investment recommendations, with investment management made available primarily through third‑party managed portfolios.
The firm’s investment approach emphasizes long-term, goal‑oriented portfolios constructed from mutual funds, ETFs and selected individual securities, with a focus on diversification and asset allocation and regular use of Morningstar research and advisory tools. Clients receive ongoing written updates and quarterly reports and are generally advised and supported rather than subject to discretionary trading or custody by the firm.
Noteworthy features include a very small, sole‑practitioner practice that typically serves fewer than twenty individuals or families and a formal succession pattern in which most continuing investment relationships are referred to an affiliated advisor for ongoing management. The adviser operates on a fee‑only, non‑commission basis, provides detailed fund summaries and client education through regular reports, and maintains occasional pro bono and professional association involvement.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$250 annually for updated plan and service; $500 initial plan fee for new clients or former clients with break in service
Account minimum: $10,000 (minimum for certain Morningstar services) Minimum fee: $250 annually for updated plan and advice (established clients); $500 initial plan fee for new clients Fee-only: Flat fee for financial planning; annual retainer of $250 for updates; plus 0.10% (1/10%) of invested value through Morningstar if continuing investment management chosen
Main office
Walpole MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
John R. Power Dba · Power Plans
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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