RIA Intel›Advisers›Massachusetts›ABLE FINANCIAL PLANNING INC.

ABLE FINANCIAL PLANNING INC.

Advisory

WEST BROOKFIELD, MA

Data as of Aug 23, 2023 · Source: SEC Form ADV

Rank in MA

#1,568

of 1,590 advisers by AUM

Average account

$50K

across 6 accounts

AUM per adviser

$300K

1 advisers

Source: SEC Form ADV. Figures as filed Aug 23, 2023.

Total AUM

$300K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$300K

Discretionary AUM$0

Non-Discretionary AUM$300K

Discretionary %0%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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$224K

COLEMMA ASSET MANAGEMENT LLC

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MOTTA WEALTH MANAGEMENT LLC

$400K

KADRA, PETER S.

$200K

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