Eric Scruggs is a CFP-designated registered investment advisor at Hark Financial Planning, based in Stoneham, MA, with 12 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 22 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included in the fixed monthly fee for ongoing financial planning services. There is no separate fee for investment management. HFP may use model portfolios from Dimensional Fund Advisors or Altruist, which may charge additional fees.
Contact
Eric Scruggs
Location
Stoneham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric owns Hark Tax Planning, LLC, where he does tax planning and preparation, spending a few hours per week. He also works as an instructor at The Boston Institute of Finance and co-hosts a podcast called Diner Dads, dedicating a few hours per week to each.
Employment History
Current Registrations
Hark Financial Planning
Previous Registrations
Ndvr
Shepherd Kaplan LLC
Acorn Financial Advisory Services, INC.
The Strategic Financial Alliance, INC.Broker
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.
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