Base
8yrs
8 years in the industry
Base
Location not listed. Legal name: Base Planning LLC
About the firm
A registered investment advisory firm. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$0
Individual clientsNot stated
Median years of experience8
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Advisors at Base
1Advisors
8Median years of experience
1States with offices
–Offices
Also known as
Base Planning LLC
About Base
How do I contact Base?
Call the main office at 508 864 9482. The main office is at , .
How is Base paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Base offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at Base?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.