Leonard Hirst
Leonard Hirst is a CFP-designated registered investment advisor at Hirst Financial Independence Planning, INC., based in Westport, MA, with 32 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.5M | 1.40% |
| $2.5M+ | 1.30% |
Fees are negotiable based on aggregate related household portfolio size, family holdings, low-cost basis securities, or pre-existing relationships.
Fee Estimator
Location
Westport, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Leonard is a sole proprietor of Hirst Law Offices, providing legal services as a licensed Massachusetts lawyer since 2003. He spends a few hours per week on this activity, often during trading hours, and may provide advice regarding tax and estate planning.
Employment History
Current Registrations
Hirst Financial Independence Planning, INC.
Previous Registrations
Cwm, LLC
Hirst Wealth Management, INC.
State Registrations2 states
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
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