# Harvard Square Financial Planning

Harvard Square Financial Planning is a RIA based in Cambridge, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cambridge, United States
- **Region:** North America
- **Address:** Cambridge, MA, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mary-koenig-63418243

## Regulatory record

- **CRD number:** 166131
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166131

## About

HARVARD SQUARE FINANCIAL PLANNING is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Planning
- Wealth Management
- Retirement Planning

## Questions

### What services does Harvard Square Financial Planning offer?

Standard RIA services include financial planning, investment management, retirement planning, tax planning, and estate planning. No direct investment or private market activity has been reported.

### Who founded or leads Harvard Square Financial Planning?

The firm's founders and current principals are not publicly named in available sources. No LinkedIn or team page is available for verification.

## Related profiles

- [Bonfrisco Wealth Management](https://altss.com/profile/bonfrisco-wealth-management-llc)
- [NAYA Capital Management UK](https://altss.com/profile/naya-capital-management-uk-limited)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/harvard-square-financial-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology