Advisor at Hawthorne Wellman Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hawthorne Wellman Financial Planning, LLC
Location
Tyngsboro, MA
Credentials
CFP®, Series 65
Industry experience
3 years
Beth Lundberg is a CFP® and Series 65-registered financial advisor with five years at Hawthorne Wellman Financial Planning, LLC and a total of three years in the industry. Her prior experience includes roles at Hawthorne Wellman, LLC and Zeiders Enterprises, as well as self-employment. Outside of her advisory work, she dedicates time to an outside media project, a podcast. Hawthorne Wellman Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals, couples, and families with comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based, factor-driven, globally diversified, and cost-conscious investment approach tailored to clients’ tax situations, risk tolerances, and life goals.
Based on Hawthorne Wellman Financial Planning, LLC
Fixed fees for Comprehensive Financial Plans ($3,000 to $12,000) and Limited Scope Financial Plans ($750 to $4,500) based on $250/hour
$300,000 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001+: 0.80% annually
$250 per hour for Ongoing Financial Planning and Hourly Advisory Services
Account minimum: $300,000 Fee-only: Comprehensive Financial Plans: $3,000 to $12,000 fixed fee based on $250/hour; Limited Scope Financial Plans: $750 to $4,500 fixed fee based on $250/hour; Ongoing Financial Planning and Hourly Advisory Services: $250 per hour
Tyngsboro, MA
Massachusetts
Hawthorne Wellman Financial Partners
2021 - Present (5 years)
Hawthorne Wellman, LLC
2017 - 2020 (3 years)
Zeiders Enterprises
2017 - 2022 (5 years)
Self-Employed
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I help busy parents get organized and feel confident with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully. I am not like any other advisor: ☑️ I focus on you: your time, energy, dreams, and goals. Not your portfolio. ☑️ I work with parents with kids still at home, so I understand your situation. ☑️ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me. ☑️ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year. ☑️ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them. ☑️ I do not charge based on your net worth, or assets invested with me and have no minimums fees. 100% of my income comes from my clients, so whom do you think I work for? By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today. When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.
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