Joseph Digiammo is a CFP-designated registered investment advisor at Jmd Financial Planning INC., based in Somerset, MA. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable based on historical relationships, asset types, account composition, and asset amounts. Cash is included in asset calculations.
Fee Estimator
Location
Somerset, 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 →Employment History
Current Registrations
Jmd Financial Planning INC.
State Registrations2 states
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