RIA Intel›Advisers›Massachusetts›EOS FINANCIAL PLANNING LLC

EOS FINANCIAL PLANNING LLC

Advisory

MA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in MA
#1,330
of 1,590 advisers by AUM
Average account
$254K
across 91 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MA, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

CROSSROADS CAPITAL MANAGEMENT LLC
$23M
PENFACS FINANCIAL SERVICES, INC.
SOUTHBOROUGH, MA
$23M
VINEYARD WEALTH GROUP, LLC
VINEYARD HAVEN, MA
$23M
VERDUCCI ASSET MANAGEMENT, INC.
$23M
NORTHMONT WEALTH MANAGEMENT LLC
$23M
SAGAMORE WEALTH MANAGEMENT, LLC
WOBURN, MA
$24M

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