Sharon Lund is a registered investment advisor at Sharon Lund, Financial Planning, INC., based in Needham, MA, with 22 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 43 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Sharon Lund, Financial Planning, Inc. offers ongoing investment management support under a retainer arrangement. The fee is based on a pre-committed number of service hours per quarter, not a percentage of assets. The firm provides investment recommendations, performance monitoring, and progress reporting. Tiered discounting may be applied to retainer arrangements. For comparative purposes, the firm states that the fee has historically never equated to more than 0.5% of assets.
Location
Needham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sharon Lund, Financial Planning, INC.
State Registrations1 state
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