Mary Koenig is a CFP-designated registered investment advisor at Harvard Square Financial Planning, based in Lexington, MA, with 27 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 21 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly financial planning and investment consultation — $220 per hour, billed in 15-minute increments
- Educational workshops — Flat fee ranging from $100 to $5,000 per attendee and/or event depending on length, materials, and speakers
Location
Lexington, 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
Harvard Square Financial Planning
Previous Registrations
Tfc Financial Management INC
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
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