RIA Intel›Advisers›Massachusetts›LAUNCH FINANCIAL PLANNING, LLC

LAUNCH FINANCIAL PLANNING, LLC

Advisory

ANDOVER, MA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in MA

#1,151

of 1,590 advisers by AUM

Average account

$213K

across 234 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$32M

Non-Discretionary AUM$18M

Discretionary %63.5%

Total Clients59

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, NH

Succession Risk

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

See plansIncluded with the Intelligence plan

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

59 clients

12 high-net-worth

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

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