Hirst Financial Independence Planning, Inc.
Firm details
- Headquarters
- Fall River, Massachusetts
- CRD number
- 342919
- Registered since
- July 8, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hirst Financial Independence Planning, Inc. is a newly registered SEC investment adviser organized as a corporation and registered in 2026. The firm is owned by an individual and is recorded in FINTRX as unclassified; it does not identify itself as a capital allocator, pension consultant, or related adviser. Reported advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee options. The record also notes an industry affiliation with a law firm and indicates the firm is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Leonard Hirst
Founder and Financial PlannerCRD 1235202
Mary Defrias Hirst
CRD 6248215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fall River, MA
Bristol
Location
Fall River, MA
Headquartered in Fall River, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 99 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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