Plan For It Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$0
About
Plan For It Financial, LLC is a small, independent, fee-only advisory firm operating as a solo practitioner that provides comprehensive financial planning to individuals, including high‑net‑worth clients. Services are offered as either ongoing engagements or limited-scope, project-based plans and produce written financial plans addressing cash flow, retirement, tax strategies, estate planning, insurance, and investment analysis.
Within its planning work the firm generally recommends a globally diversified, low‑cost, passive investment approach—favoring ETFs and index funds—and tailors recommendations to clients’ risk tolerances, time horizons, and any client‑imposed restrictions. The firm does not provide discretionary portfolio management, does not execute trades on clients’ behalf, and does not accept custody of client assets; clients implement recommendations through custodians they select.
Noteworthy distinctions from many peers include a fee‑only compensation model based on fixed, ongoing or project/hourly fees rather than percentage‑of‑assets fees, and an explicit absence of asset management services despite providing investment recommendations. Founded in 2023 and run by a single principal with a small client base, the firm concentrates on planning, coordination with outside professionals, and delivering written financial plans rather than on ongoing account management.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Fixed fees ranging from $3,500 to $7,500 for project-based or initial financial planning; monthly recurring fixed fee from $400 to $700 for ongoing financial planning
$350 per hour for project-based financial planning
Minimum fee: Initial fixed fee ranging from $3,500 to $7,500 for comprehensive financial plan construction Fee-only: Fixed fees ranging from $3,500 to $7,500; hourly rate of $350; monthly recurring fixed fees from $400 to $700 for ongoing financial planning
Main office location
Plan For It Financial, LLC
17 Paradise Road, Vinnin Square Plaza #1099
Salem MA 01970, United States
Number of offices
1
Most active in
Plan For It Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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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