The Practical Planner
The Practical Planner (CRD# 130601) is a financial advisory firm headquartered in Groton, MA. They manage $108,896,459 in 67 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management109MILLION
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Total Number of Accounts67ACCOUNTS
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Average Account Value$1,625,320
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at The Practical Planner
1
John Konetzny (CRD# 5841600) is an Investment Advisor Representative working at The Practical Planner in Groton, MA and has over 13 years of experience in the finance industry.
2
Patricia Konetzny (CRD# 2819640) is an Investment Advisor Representative working at The Practical Planner in Groton, MA and has over 27 years of experience in the finance industry.
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