Advanced Portfolio Design, LLC

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Client assets under management

$100,095,000

Clients

39% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,251,188

About

Advanced Portfolio Design serves individuals, families, business owners, trusts and charities seeking fee‑only asset management and comprehensive financial planning. The firm provides portfolio management, tax-aware financial planning and a combined "Wealth Planning" service that can include tax preparation performed by enrolled agents for clients who use both planning and management services.

Portfolios are built around asset allocation and Modern Portfolio Theory using computer‑based models, with clients able to choose active or passive approaches and with adjustments for tax brackets and cash‑flow needs. The firm manages accounts on either a discretionary or non‑discretionary basis and commonly operates under non‑discretionary arrangements that require client approval before trades are executed, a practice that is less common among similar firms.

Noteworthy features in the brochure include a willingness to include digital assets (cryptocurrencies and tokens) in client accounts, along with explicit disclosure of the unique risks those assets carry. The firm also emphasizes use of an integrated custodian platform to support reporting and planning, and it does not vote client proxies on their behalf.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Cash flow / budgeting Debt management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Comprehensive Financial Planning flat fees typically range from $4,000 to $12,000; flat annual fees may be negotiated based on net worth and complexity

Other

Account minimum: $1,000,000 (may be waived in discretion) Fee-only: Annual negotiable fees typically range from 0.6% to 1.3% depending on service, with typical ranges for Asset Management (0.8%-1.1%) and Wealth Planning (0.9%-1.2%)

Main office location

Advanced Portfolio Design, LLC

515 Groton Road Suite 201

Westford MA 01886, United States

Number of offices

Most active in

Florida · Louisiana · Massachusetts · New Hampshire

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 978-850-4910

Advisors at this firm

Jennifer M

CFP®, Series 65

Westford, MA

Advanced Portfolio Design, LLC

Jennifer Murphy is a Certified Financial Planner (CFP®) with nine years of industry experience. She has been with Advanced Portfolio Design, LLC since 2016 and previously worked at Insulet Corporation. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm uses a combination of active and passive investment strategies informed by modern portfolio theory and provides customized portfolio design alongside comprehensive financial planning and limited retirement plan advisory support.

Cash flow / budgeting Debt management Founder/Business Owner Retired

Hope C

Series 65

Westford, MA

Advanced Portfolio Design, LLC

Hope Canniff is a financial advisor at Advanced Portfolio Design, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Advanced Portfolio Design since 2019, with prior experience at the University of Massachusetts, Lowell, and Moonstones Restaurant. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach based on modern portfolio theory, using both active and passive investment styles, and often manages accounts on a non-discretionary basis with client approval.

Cash flow / budgeting Debt management Founder/Business Owner Retired

Peter C

CFP®, Series 63

Westford, MA

Advanced Portfolio Design, LLC

Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.

Cash flow / budgeting Debt management Founder/Business Owner Retired

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