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Flagship Harbor Advisors

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uuid000v8sh

Namestring
Flagship Harbor Advisors
Legal namestring
Flagship Harbor Advisors
Websiteurl
fhplymouth.com
Company typeenum
Private
Founded yearint
2015
Descriptiontext

Flagship Harbor Advisors is a privately held registered investment advisor (RIA) headquartered in Massachusetts, with its Plymouth branch office located at 15 Caswell Lane, 2nd Floor, Plymouth, MA 02360. The firm delivers personalized, comprehensive financial planning and investment management services to individual investors and families, covering retirement, estate, investment, insurance, tax, and lifestyle planning needs. It is led by a four-person advisory team — Quentin W. Climer (CRPC), Steve Bruce (MBA, CRPC), Verner C. Khederian (CLU), and Scott Mondeau (CFF) — with 50+ years of combined industry experience and credentials spanning Chartered Life Underwriter, Chartered Retirement Planning Counselor, and Certified Financial Fiduciary designations. Securities transactions are executed through a core partnership with LPL Financial (member FINRA/SIPC), which provides brokerage, custody, and research infrastructure, while investment advice is delivered through Flagship Harbor Advisors as a separate registered entity.

The firm's core technology is minimal in a proprietary sense: account access is delivered through LPL Financial's online portal (myaccountviewonline.com), and the firm does not operate a mobile app, API, or proprietary software platform. Its digital footprint consists of an FMG Suite-hosted website with a content resource center (articles, videos, calculators, weekly market commentary from LPL Research) that supports top-of-funnel client acquisition. There is no disclosed use of AI, machine learning, or data flywheel mechanics; service delivery is entirely human-advisor-led.

Commercially, Flagship Harbor Advisors operates a relationship-based, sales-led go-to-market model generating recurring advisory fees on a long-tail of household client accounts. Pricing is custom and not publicly disclosed, billed annually, with no tiered SaaS structure. Clients are acquired through referrals, personalized outreach, and educational content, and the firm is licensed to serve residents across 23 U.S. states (AZ, CA, CT, DE, FL, GA, IL, MA, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TX, VA, VT, WA, WI). The firm has not raised outside funding, has no subsidiaries, and conducts no disclosed M&A activity.

Short descriptiontext

Flagship Harbor Advisors is a privately held registered investment advisor in Plymouth, MA that provides personalized financial planning and investment management services to individual investors and families across 23 U.S. states, with securities offered through LPL Financial.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersPlymouth, United States
HQ citystring
Plymouth
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial planning services, investment advisory, retirement planning, wealth management, estate planning
Industry1 code
1Advisory Portfolio Management (Non-Discretionary)
CodeFSAAABADPrimaryYes
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Investment Advisory and Financial Planning Services
No data
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Services
TypeSubscription Recurring
Description

Flagship Harbor Advisors operates as a registered investment advisor providing personalized financial planning and investment management services. Revenue is generated through advisory fees for comprehensive financial planning covering retirement, estate, investment, insurance, tax, and lifestyle planning.

fhplymouth.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
Pricing details1 tier
1Custom financial advisory services
ModelOtherBilling cadenceAnnual
Notes

Services are tailored to individual client needs. No public pricing disclosed.

fhplymouth.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Flagship Harbor Advisors is a registered investment advisory firm that provides personalized financial planning and investment management services to individual investors and families. Its core offerings encompass retirement planning, estate planning, investment management, tax planning, insurance analysis, and wealth accumulation and preservation strategies. Securities execution and custody are handled through a partnership with LPL Financial, a registered broker-dealer and member FINRA/SIPC.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Flagship Harbor Advisors is a financial advisory firm offering comprehensive wealth management and financial planning services. The firm provides personalized financial strategies, investment management, retirement planning, estate planning, insurance services, and tax planning. Services are delivered through a team of financial advisors and are executed in partnership with LPL Financial (a registered broker-dealer and member FINRA/SIPC). The firm does not offer a software product or technology platform — its offering is exclusively advisory services.

Product and service6 records
1Retirement Planning
CategoryFinancial Planning Services
Description

Personalized retirement planning services for individual investors and families, helping clients develop strategies to achieve financial security in retirement through tailored savings, investment, and income planning.

2Estate Planning
CategoryFinancial Planning Services
Description

Estate planning services for individuals and families, supporting wealth transfer and protection across multiple generations.

3Investment Management
CategoryInvestment Advisory Services
Description

Personalized investment management services as a registered investment advisor, with securities transactions and custody handled through LPL Financial (member FINRA/SIPC).

4Tax Planning
CategoryFinancial Planning Services
Description

Tax planning services for clients, addressing tax efficiency and optimization as part of holistic financial strategies.

5Insurance Analysis
CategoryFinancial Planning Services
Description

Insurance needs analysis services, leveraging advisor credentials such as CLU (Chartered Life Underwriter) to assess and recommend insurance solutions for clients.

6Wealth Management
CategoryWealth Management Services
Description

Comprehensive wealth management services focused on helping clients accumulate, preserve, protect, and transfer wealth through multi-generations.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1LPL Financial
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Securities are offered through LPL Financial, member FINRA/SIPC. Flagship Harbor Advisors operates as a registered investment advisor separate from LPL Financial. The firm provides investment advice while LPL handles securities transactions and custody.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Market position
Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Flagship Harbor Advisors

Investment Advisory and Financial Planning Servicesfhplymouth.com

Flagship Harbor Advisors is a privately held registered investment advisor in Plymouth, MA that provides personalized financial planning and investment management services to individual investors and families across 23 U.S. states, with securities offered through LPL Financial.

What Flagship Harbor Advisors does

Flagship Harbor Advisors is a privately held registered investment advisor (RIA) headquartered in Massachusetts, with its Plymouth branch office located at 15 Caswell Lane, 2nd Floor, Plymouth, MA 02360. The firm delivers personalized, comprehensive financial planning and investment management services to individual investors and families, covering retirement, estate, investment, insurance, tax, and lifestyle planning needs. It is led by a four-person advisory team — Quentin W. Climer (CRPC), Steve Bruce (MBA, CRPC), Verner C. Khederian (CLU), and Scott Mondeau (CFF) — with 50+ years of combined industry experience and credentials spanning Chartered Life Underwriter, Chartered Retirement Planning Counselor, and Certified Financial Fiduciary designations. Securities transactions are executed through a core partnership with LPL Financial (member FINRA/SIPC), which provides brokerage, custody, and research infrastructure, while investment advice is delivered through Flagship Harbor Advisors as a separate registered entity.

The firm's core technology is minimal in a proprietary sense: account access is delivered through LPL Financial's online portal (myaccountviewonline.com), and the firm does not operate a mobile app, API, or proprietary software platform. Its digital footprint consists of an FMG Suite-hosted website with a content resource center (articles, videos, calculators, weekly market commentary from LPL Research) that supports top-of-funnel client acquisition. There is no disclosed use of AI, machine learning, or data flywheel mechanics; service delivery is entirely human-advisor-led.

Commercially, Flagship Harbor Advisors operates a relationship-based, sales-led go-to-market model generating recurring advisory fees on a long-tail of household client accounts. Pricing is custom and not publicly disclosed, billed annually, with no tiered SaaS structure. Clients are acquired through referrals, personalized outreach, and educational content, and the firm is licensed to serve residents across 23 U.S. states (AZ, CA, CT, DE, FL, GA, IL, MA, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TX, VA, VT, WA, WI). The firm has not raised outside funding, has no subsidiaries, and conducts no disclosed M&A activity.

Flagship Harbor Advisors firmographics

Firmographics
Name
Flagship Harbor Advisors
Legal name
Flagship Harbor Advisors
Website
https://fhplymouth.com
Company type
Private
Founded year
2015
Operating status
Operating
Headcount range
1–10 employees
Short description
Flagship Harbor Advisors is a privately held registered investment advisor in Plymouth, MA that provides personalized financial planning and investment management services to individual investors and families across 23 U.S. states, with securities offered through LPL Financial.
Ownership category
akta.pro rank

Flagship Harbor Advisors industry classification

Industry
Product category
Investment Advisory and Financial Planning Services
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

  • Financial planning services
  • Investment advisory
  • Retirement planning
  • Wealth management
  • Estate planning

Where Flagship Harbor Advisors is headquartered

Location

Headquarters

HQ city
Plymouth
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Flagship Harbor Advisors business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

  1. Investment Advisory Services: Flagship Harbor Advisors operates as a registered investment advisor providing personalized financial planning and investment management services. Revenue is generated through advisory fees for comprehensive financial planning covering retirement, estate, investment, insurance, tax, and lifestyle planning.

Pricing tiers

ModelBillingPrice
OtherAnnualCustom financial advisory services

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Flagship Harbor Advisors product offering

Product offering

Core offering

Flagship Harbor Advisors is a registered investment advisory firm that provides personalized financial planning and investment management services to individual investors and families. Its core offerings encompass retirement planning, estate planning, investment management, tax planning, insurance analysis, and wealth accumulation and preservation strategies. Securities execution and custody are handled through a partnership with LPL Financial, a registered broker-dealer and member FINRA/SIPC.

Product overview

Flagship Harbor Advisors is a financial advisory firm offering comprehensive wealth management and financial planning services. The firm provides personalized financial strategies, investment management, retirement planning, estate planning, insurance services, and tax planning. Services are delivered through a team of financial advisors and are executed in partnership with LPL Financial (a registered broker-dealer and member FINRA/SIPC). The firm does not offer a software product or technology platform — its offering is exclusively advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

  • Retirement Planning Personalized retirement planning services for individual investors and families, helping clients develop strategies to achieve financial security in retirement through tailored savings, investment, and income planning.
  • Estate Planning Estate planning services for individuals and families, supporting wealth transfer and protection across multiple generations.
  • Investment Management Personalized investment management services as a registered investment advisor, with securities transactions and custody handled through LPL Financial (member FINRA/SIPC).
  • Tax Planning Tax planning services for clients, addressing tax efficiency and optimization as part of holistic financial strategies.
  • Insurance Analysis Insurance needs analysis services, leveraging advisor credentials such as CLU (Chartered Life Underwriter) to assess and recommend insurance solutions for clients.
  • Wealth Management Comprehensive wealth management services focused on helping clients accumulate, preserve, protect, and transfer wealth through multi-generations.

Companies that use Flagship Harbor Advisors

Customer profile

Segments1 record

Ideal customer profiles1 record

Flagship Harbor Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Flagship Harbor Advisors partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities are offered through LPL Financial, member FINRA/SIPC. Flagship Harbor Advisors operates as a registered investment advisor separate from LPL Financial. The firm provides investment advice while LPL handles securities transactions and custody.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Flagship Harbor Advisors competitors and assessment

Company assessment

Market position

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Flagship Harbor Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Flagship Harbor Advisors leadership team

Management profile

Number of profiles

Profiles4 records

Flagship Harbor Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Flagship Harbor Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Flagship Harbor Advisors

What does Flagship Harbor Advisors do?

Flagship Harbor Advisors is a registered investment advisory firm that provides personalized financial planning and investment management services to individual investors and families. Its core offerings encompass retirement planning, estate planning, investment management, tax planning, insurance analysis, and wealth accumulation and preservation strategies. Securities execution and custody are handled through a partnership with LPL Financial, a registered broker-dealer and member FINRA/SIPC.

Is Flagship Harbor Advisors a public or private company?

Flagship Harbor Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Flagship Harbor Advisors founded?

Flagship Harbor Advisors was founded in 2015. It employs 1 to 10 people.

Where is Flagship Harbor Advisors based?

Flagship Harbor Advisors is headquartered in Plymouth, United States, in the North America region.

How does Flagship Harbor Advisors make money?

One revenue line is on record: investment Advisory Services.

Does Flagship Harbor Advisors have an API?

No public API is recorded for Flagship Harbor Advisors.

What industry is Flagship Harbor Advisors in?

Flagship Harbor Advisors's product category is Investment Advisory and Financial Planning Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.

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Alphabet reported Q4 earnings of $2.82 per share, beating consensus estimates of $2.57, and announced a quarterly dividend of $0.21 per share ($0.84 annualized), with the stock trading up 1.7% near its 52-week high of $349. The company's market cap stands at $4.13 trillion with a 'Moderate Buy' analyst rating and average target price of $368.25.Defense WorldAllen Wealth Management LLC Has $4.99 Million Position in Alerian MLP ETF $AMLPAllen Wealth Management LLC reduced its stake in Alerian MLP ETF by 67.8% in the fourth quarter, selling 223,479 shares and retaining 106,042 shares worth approximately $4.99 million at quarter-end. The ETF represents 3.0% of the firm's portfolio, ranking as its sixth-largest position. 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Alphabet reported quarterly earnings of $2.82 per share, beating estimates by $0.23, with revenue of $113.83 billion, up 18.0% year-over-year.Defense WorldBriacell Therap (NASDAQ:BCTX) Short Interest UpdateBriacell Therapeutics Corp. experienced a 94% increase in short interest, with shares sold short rising to 282,815 as of March 31st from 145,756 shares on March 15th, indicating growing bearish sentiment among market participants. Institutional investor Flagship Harbor Advisors LLC acquired a new stake of 4,000 shares valued at approximately $28,000 in the fourth quarter, while hedge funds and institutional investors collectively hold 15.42% of the company's stock. 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