Patricia Rosen is a CFP-designated registered investment advisor at Access Financial Planning, LLC, based in Newburyport, MA, with 7 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Middle Income, and 3 more. Their firm serves 6 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFP charges a fee based on the value of your portfolio, plus a flat annual fee, or a fee based on the value of your portfolio only. All fees are paid quarterly in advance. The fee based on the value of your portfolio is generally 0.50% per year when paid with the flat fee, and 0.75% per year when there is no flat fee. The flat fee ranges from $6,000 to $10,000 per year, depending on the complexity of your financial situation.
Contact
Patricia Rosen
Location
40R Merrimac Street, Suite 201E, Newburyport, MA, 01950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Access Financial Planning, LLC
Previous Registrations
LPL Financial LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
After working for 15 years in investment management and corporate financial management positions in New York City and Boston, I took a career break to raise my three children including my neurodiverse son. During this time my passion for helping family and friends with personal financial planning needs and advocating for my son led to the founding of Access Financial Planning, LLC.