# Assist FP

> Assist FP is a state-registered investment advisory firm in Marlborough, MA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 312108
- Filed as: ASSIST FP
- Legal name: Assist Financial Planning L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marlborough, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312108
- AdvisorCensus page: https://advisorcensus.com/firm/assist-fp-marlborough-ma-312108

## Quick answers

**How is Assist FP compensated?**
On its Form ADV (Item 5.E, October 2026), Assist FP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Assist FP located?**
Assist FP's principal office is in Marlborough, MA, according to its Form ADV.

**Is Assist FP registered with the SEC or a state?**
Assist FP is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312108.

**How much does Assist FP manage?**
Assist FP reports $779,721 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Assist FP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Assist FP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312108

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $779,721
- Discretionary: $779,721
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $779,721 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assistfp.com
- Facebook @assistfp
- Instagram @justingreenfp
- LinkedIn @justingreenfp
- X @assistfpHQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Assist FP (CRD 312108): Form ADV filing data as of October 2026.