Harv Ames, CFP®, AIFA®, ChFC®

Peterborough, New Hampshire, 03458
advisor

Member Since 2004

We are an independent, client-centric, comprehensive fee-only financial life planning firm. As fiduciaries, our clients\' interests come first - always! We provide prudent, objective, independent, comprehensive advisory services. No commissions, no surprises, nothing but client-centered, full-service financial and investment management services. Come take the \"high road\" with us.
Contact Harv
 
 

My Location

Driving Directions | View Larger Map

 Background Information

  • Years of Financial Experience

    • 24

  • Education

    • University of Colorado (BA - International Affairs)
    • University of Colorado (MBA - Finance and Management)
    • BU/Harvard/MIT (1961-1963 African Studies)
    • Foreign Service Institute (1969-70, 1977 - SE Asian Studies, Dev Studies)

  • Certifications and Designations

    • CFP®
    • AIFA®
    • ChFC®
    • CLU®

  • Association Memberships

    • FPA
    • Nazrudin

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee
    • Investment Services: Asset-based fee

  • Primary Custodian(s)

    • Schwab

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • CRD/IARD Number: 107703
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Ames Planning Associates, Inc.
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review, Fiduciary Reviews and Analyses; Divorce Financial Mediation; Expert Testimony in Financial Areas

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Modeling and risk/return analysis

  • Tax Advice & Services

    • Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing
 
Contact Harv
 
Visit Website - http://www.amesplanning.com; www.financiallifeplanner.com

Minimum Asset Requirement

  • $500,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax