Hirst Financial Independence Planning, INC.: applying for SEC registration, Fall River, MA
Hirst Financial Independence Planning, INC. (Fall River, Massachusetts): applying for SEC registration, Fall River, MA. Dated 119 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Hirst Financial Independence Planning, INC. |
| Legal name | Hirst Financial Independence Planning, INC. |
| CRD | 342919 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-07-08 |
| Latest Form ADV filing | 2026-09-04 |
| Location | Fall River, MA, United States |
| Employees | 4 |
| Website | https://www.hirstfip.com/ |
| Peer records CSV (38 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Hirst Financial Independence Planning, INC. and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Hirst Financial Independence Planning, INC. in Fall River, Massachusetts?
Hirst Financial Independence Planning, INC. applied for SEC registration as an investment adviser (2026-07-08), based in Fall River, MA.
How does Hirst Financial Independence Planning, INC. compare to other Massachusetts NewRiaPulse records?
It is 119 days old; check the official source for later updates before acting.
Hirst Financial Independence Planning, INC. vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Hirst Financial Independence Planning, INC. | Fall River, MA | 2026-07-08 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.