Advisor at Standard Planning Company
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
Standard Planning Company
Location
Rockport, MA
Credentials
CFP®, Series 63
Industry experience
22 years
Bruce Holdridge is a CFP® with 21 years of industry experience and has been with Standard Planning Company since 1988. He holds a Series 63 license and operates as the sole advisor at the independent firm based in Rockport, MA. Standard Planning Company provides investment advice and account management to individuals, families, retirement plans, foundations, and endowments, offering personal financial planning services that cover retirement, estate, long-term care, charitable gifting, trust utilization, and retirement income distribution. The firm manages approximately $86 million, focusing on portfolios constructed from client risk profiles and primarily composed of passively managed index funds.
Based on Standard Planning Company
Financial planning fees based on complexity; estimated time and cost provided prior to engagement
$0 - $500,000: 0.80% $500,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.35% $3,000,001+: Negotiable
Advisors may earn commissions from insurance sales; disclosed prior to transactions
Fee-only: Fixed annual advisory fees quoted based on assets and scope of work; fees are negotiable
Rockport, MA
Massachusetts
The Standard Planning Company
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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