Four Ponds Financial Planning
Four Ponds Financial Planning (CRD# 142683) is a financial advisory firm headquartered in Mashpee, MA. They manage $150,186,036 in 405 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management150MILLION
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Total Number of Accounts405ACCOUNTS
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Average Account Value$370,830
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MA, ME, NH, RI, SC, TX
Therese Nicklas (CRD# 4410823) is an Investment Advisor Representative working at Four Ponds Financial Planning in Rockland, MA and has over 22 years of experience in the finance industry.
Keyana Russ (CRD# 7462925) is an Investment Advisor Representative working at Four Ponds Financial Planning in Mashpee, MA and has over 2 years of experience in the finance industry.
Nicole Tsafos (CRD# 7651163) is an Investment Advisor Representative working at Four Ponds Financial Planning in Mashpee, MA and has 1 year of experience in the finance industry.