Back Bay Financial Planning & Investments's Form ADV discloses 1.25% on the first $500,000, 0.75% on the next $1 million, 0.65% on the next $1.5 million, and 0.50% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #335236), Back Bay Financial Planning & Investments is subject to fiduciary duty under federal law.
Back Bay Financial Planning & Investments is headquartered in BETHANY BEACH, DE.
Back Bay Financial Planning & Investments serves 41 high-net-worth clients according to their SEC filing dated August 31, 2026. View client details ↓
According to their SEC Form ADV, Back Bay Financial Planning & Investments offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Back Bay Financial Planning & Investments manages $120 million in client assets according to their SEC filing dated August 31, 2026.
According to their SEC Form ADV, Back Bay Financial Planning & Investments serves high-net-worth individuals. View client details ↓