P
Power Plans
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,308,892
Total clients
16
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$331,806
About
Power Plans provides comprehensive financial planning and investment advice to individuals and families, with particular experience working with active and retired military personnel and small, family-owned businesses. Services include cash-flow and retirement planning, insurance and estate planning, education planning, and investment recommendations, with investment management made available primarily through third‑party managed portfolios.
The firm’s investment approach emphasizes long-term, goal‑oriented portfolios constructed from mutual funds, ETFs and selected individual securities, with a focus on diversification and asset allocation and regular use of Morningstar research and advisory tools. Clients receive ongoing written updates and quarterly reports and are generally advised and supported rather than subject to discretionary trading or custody by the firm.
Noteworthy features include a very small, sole‑practitioner practice that typically serves fewer than twenty individuals or families and a formal succession pattern in which most continuing investment relationships are referred to an affiliated advisor for ongoing management. The adviser operates on a fee‑only, non‑commission basis, provides detailed fund summaries and client education through regular reports, and maintains occasional pro bono and professional association involvement.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Business ownership considerations
Occupation focus
Military & Veterans
Founder/Business Owner
Demographic focus
Retired
Intergenerational Families
Fee options
$250 annually for updated plan and service; $500 initial plan fee for new clients or former clients with break in service
Account minimum: $10,000 (minimum for certain Morningstar services) Minimum fee: $250 annually for updated plan and advice (established clients); $500 initial plan fee for new clients Fee-only: Flat fee for financial planning; annual retainer of $250 for updates; plus 0.10% (1/10%) of invested value through Morningstar if continuing investment management chosen
Main office location
Power Plans
Walpole MA, United States
Number of offices
1
Most active in
Power Plans 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
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