Beth Lundberg
Beth Lundberg is a CFP-designated registered investment advisor at Hawthorne Wellman Financial Planning, LLC, based in Tyngsboro, MA, with 3 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2 clients with $66K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Annual fees are negotiable at the adviser’s discretion.
Fee Estimator
Location
Tyngsboro, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hawthorne Wellman Financial Planning, LLC
State Registrations1 state
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