Launch Financial Planning

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Client assets under management

$46,237,718

Clients

22% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$856,254

About

Launch Financial Planning is a small advisory firm with two advisors that, per its brochure, manages approximately $49.8 million in client assets. It serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts and estates, and provides ongoing investment management, standalone financial planning, and pension consulting services.

The firm works with clients to develop written investment policy statements and delivers discretionary portfolio construction, asset allocation, and ongoing supervision with at least quarterly reviews. Launch’s investment analysis combines traditional fundamental research with technical trading models, cyclical analysis and charting, and it offers both long-term and short-term/trading strategies; financial planning is offered separately on an hourly basis ($275/hour, $2,750 minimum, with typical delivery timelines noted).

Compared with many peers, Launch explicitly offers pension consulting that can include drafting plan investment policy statements, selecting investment vehicles, monitoring plan performance and providing participant education under ERISA 404(c). The firm does not offer wrap-fee programs, does not utilize third‑party investment advisers, does not vote client proxies (clients receive proxy materials directly), and recommends Charles Schwab for custody while disclosing receipt of practice-support benefits through Schwab Advisor Services.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%

Project-based

$275 per hour for Financial Planning Services

Other

Account minimum: $275,000 Minimum fee: Minimum financial planning fee of $2,750 Fee-only: Financial Planning charged at $275 per hour

Main office location

Launch Financial Planning

2 Dundee Park Drive, Suite 303 B

Andover MA 01810, United States

Number of offices

Most active in

California · 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

LinkedIn Facebook Website 978-245-2424

Advisors at this firm

Bradford W

CFP®, Series 63, Series 65

Andover, MA

Launch Financial Planning

Bradford Wright is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Launch Financial Planning. His prior experience includes roles at Raymond James Financial Services and New England Financial Planning Group. Outside of his advisory work, he is a director and former president-elect of the Financial Planning Association of Massachusetts, where he contributes to strategy and educational media. Launch Financial Planning is a boutique firm managing approximately $49.8 million in assets, serving individuals, pension plans, and trusts. The firm provides investment management, financial planning, and pension consulting, combining fundamental research with technical and cyclical analysis to support both long-term and trading strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Jasmine G

Series 65

Andover, MA

Launch Financial Planning

Jasmine Gautam is a financial advisor at Launch Financial Planning with five years of industry experience. She holds a Series 65 designation and has worked at Launch Financial Planning since 2020, following eight years at New England Financial Planning Group. Launch Financial Planning is a small firm managing approximately $49.8 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm provides investment management, financial planning, and pension consulting services, combining fundamental research with technical and cyclical analysis to support both long-term and short-term investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

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