Hirst Financial Independence Planning, Inc.

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Leonard Hirst

    Founder and Financial PlannerCRD 1235202

  • Mary Defrias Hirst

    CRD 6248215

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth