Hark Financial Planning offers comprehensive financial planning, investment management, and tax preparation services to individuals, families, and business owners. Founded in November 2022 and principally located in Stoneham, Massachusetts, the registered investment advisor operates as a fee-only firm. The firm specializes in long-term, passive investment strategies based on Modern Portfolio Theory, often utilizing model portfolios from third-party managers like Dimensional Fund Advisors and Altruist. Investment management is offered exclusively to clients enrolled in the ongoing financial planning service. Additionally, the firm maintains an affiliate, Hark Tax Planning, to provide tax planning and preparation services. Hark Financial Planning is legally required to act in your best interest and does not require a minimum amount of investable assets to receive its services.
Fee Structure
Investment management is included at no extra cost when you sign up for Hark Financial Planning's ongoing financial planning services. The firm does not charge a separate fee for managing your portfolio. However, if model portfolios from third-party managers like Dimensional Fund Advisors or Altruist are used, those managers may charge an additional fee.
