Christopher Lazzaro is a ChFC-designated registered investment advisor at Plan for It Financial, LLC, based in Salem, MA, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Plan For It Financial offers ongoing financial planning for a recurring monthly fixed fee ranging from $400 to $700. This service includes working with a financial planner to develop and implement a financial plan, monitoring the plan, and recommending changes as needed. An initial fee of $3,500 - $7,500 is charged for the initial construction of the financial plan.
Plan For It Financial offers project-based financial planning for a fixed fee between $3,500 and $7,500, or an hourly rate of $350. This service is for clients looking to address specific questions or issues.
Location
17 Paradise Road, Vinnin Square Plaza #1099, Salem, MA, 01970
Get directionsHistory
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 →Employment History
Current Registrations
Plan for It Financial, LLC
Previous Registrations
Loomis Sayles Distributors, L.P.Broker
Keyport Financial Services CORP.Broker
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.