Wealth Manager
    Manages Private Funds

    Back Bay Financial Planning & Investments

    Registered investment advisor · Bethany Beach, Delaware · CRD #335236

    Assets Under Management
    $107M
    Client Accounts
    255
    Employees
    2
    CRD Number
    335236
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Back Bay Financial Planning & Investments

    Back Bay Financial Planning & Investments is a registered investment advisory firm headquartered in Bethany Beach, Delaware, managing approximately $107M in regulatory assets across 255 client accounts. The firm's full regulatory record is filed with the SEC under CRD #335236.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Back Bay Financial Planning & Investments

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    Frequently Asked Questions

    What is Back Bay Financial Planning & Investments's AUM?

    Back Bay Financial Planning & Investments reports approximately $107M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Back Bay Financial Planning & Investments headquartered?

    Back Bay Financial Planning & Investments is headquartered in Bethany Beach, Delaware.

    What is Back Bay Financial Planning & Investments's CRD number?

    Back Bay Financial Planning & Investments's CRD number is 335236. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Back Bay Financial Planning & Investments manage?

    Back Bay Financial Planning & Investments manages approximately 255 client accounts according to its latest SEC filing.

    Is Back Bay Financial Planning & Investments SEC registered?

    Back Bay Financial Planning & Investments is registered as a STATE investment adviser.

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