# Hirst Financial Independence Planning, Inc.

> Hirst Financial Independence Planning, Inc. is an SEC-registered investment advisory firm in Fall River, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 342919
- Filed as: HIRST FINANCIAL INDEPENDENCE PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Fall River, MA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342919
- AdvisorCensus page: https://advisorcensus.com/firm/hirst-financial-independence-planning-inc-fall-river-ma-342919

## Quick answers

**How is Hirst Financial Independence Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hirst Financial Independence Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hirst Financial Independence Planning, Inc. located?**
Hirst Financial Independence Planning, Inc.'s principal office is in Fall River, MA, according to its Form ADV.

**Is Hirst Financial Independence Planning, Inc. registered with the SEC or a state?**
Hirst Financial Independence Planning, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342919.

**How much does Hirst Financial Independence Planning, Inc. manage?**
Hirst Financial Independence Planning, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated September 4, 2026.

**Does Hirst Financial Independence Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342919

**Does Hirst Financial Independence Planning, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 2, 2026 says: "We have no minimum account size."

**What changed in Hirst Financial Independence Planning, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 2, 2026)

- Account minimum: None

> We have no minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NC, NH, RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hirstfip.com
- Facebook @hirstfip
- X @ltah2

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hirst Financial Independence Planning, Inc. (CRD 342919): Form ADV filing data as of October 2026.