Gather Financial Planning
Gather Financial Planning (CRD# 164542) is a financial advisory firm headquartered in Falmouth, ME. They manage $148,426,333 in 400 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management148MILLION
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Total Number of Accounts400ACCOUNTS
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Average Account Value$371,066
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA, ME, NC, NH, TX
Michael Goldman (CRD# 5745885) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 14 years of experience in the finance industry.
Maryjane Holmes (CRD# 4645595) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 20 years of experience in the finance industry.
Abigail Morton (CRD# 4788220) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 20 years of experience in the finance industry.
Mark Rich (CRD# 6528724) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has 1 year of experience in the finance industry.
Elizabeth Williams (CRD# 6971978) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 5 years of experience in the finance industry.