Assist FP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$779,721
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$97,465
About
Assist FP provides investment management and a range of financial planning services to individuals, self‑employed people, and small business owners. As of December 31, 2025 the firm reported approximately $779,721 in assets under management across eight client relationships and offers project‑based planning, hourly engagements, and an ongoing subscription-style comprehensive planning option without a stated account minimum.
The firm typically builds diversified portfolios using passive index mutual funds and exchange‑traded funds within a framework informed by fundamental company analysis and modern portfolio theory, emphasizing long‑term allocation and tax efficiency. Accounts are managed on a discretionary basis through the Altruist custodial platform, are reviewed quarterly, and trades are implemented on an individual account basis rather than as aggregated block trades.
Noteworthy features in the brochure include a formal seminars and speaking program—ranging from pro‑bono presentations to paid engagements—and the firm’s use of third‑party ratings in its public materials. The brochure also discloses that the firm’s principal operates a separate business offering business coaching and CFO‑style advisory services, which can complement planning work for small‑business clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Occupation focus
Self-Employed
Founder/Business Owner
Fee options
Project-based financial planning fixed fee $500 - $5,000
$0 - $10,000,000: 0.75%
$300 per hour with 2-hour minimum
Ongoing comprehensive financial planning monthly fee $149 - $1,000
Fee-only: Fixed fees for project-based financial planning ($500 - $5,000, negotiable); Hourly financial planning at $300/hour with 2-hour minimum; ongoing comprehensive financial planning with upfront fee $250 - $4,000 and ongoing monthly fee $149 - $1,000
Main office location
Assist FP
Marlborough MA, United States
Number of offices
1
Most active in
Assist FP has reported serving >5 clients in these states in the last 12 months.
Massachusetts · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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