Advisor at Able Financial Planning, Inc.
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
Able Financial Planning, Inc.
Location
West Brookfield, MA 01585
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
John Estrella is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has managed his independent advisory and mortgage brokerage businesses since 2005. In addition to his advisory work, he oversees mortgage origination activities as president of Able Mortgage Inc. Able Financial Planning, Inc. provides investment advisory and financial planning services to individuals and various institutional clients, including pension plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management using a range of investment strategies and maintains affiliated services in insurance placement, mortgage origination, and tax preparation.
Based on Able Financial Planning, Inc.
Based on Able Financial Planning, Inc.
$2,000 for individual or family financial plan; $5,000 for business financial plan.
$0 - $500,000: 1.275% $500,000 - $1,000,000: 1.125% $1,000,000+: .875%
Commission compensation received from insurance product sales; mortgage products commission or fee; no securities commissions accepted.
1 East Main St, Suite C
West Brookfield, MA 01585
Massachusetts
ABLE Financial Planning Inc.
2016 - Present (10 years)
ABLE Financial Planning Inc.
2016 - Present (10 years)
ABLE Mortgage Inc.
2016 - Present (10 years)
John P.. Estrella dba Able Mortgage Company
2005 - 2020 (15 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFA®
Jefferson, MA
Beantown Financial Advisors LLC
CFA®
Belchertown, MA
Pennyfarthing Investment Management, L.L.C.
Series 65
Sturbridge, MA
McCurdy & Andrew Investments, LLC
CFP®, Series 63
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Series 65
Pelham, MA
Emissary Wealth
Series 66
Johnston, RI
Citizens Securities, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")