Financial Planning Solutions, LLC

Financial Planning Solutions, LLC (CRD# 168211) is a financial advisory firm headquartered in Newton Center, MA. They manage $81,360,914 in 548 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $148,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Financial Planning Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard H. Fingerman
CRD#: 1976526
120 Wells Avenue, Newton Center, MA 02459
96
Wealthminder
score

Richard Fingerman (CRD# 1976526) is an Investment Advisor Representative working at Financial Planning Solutions, LLC in Newton Center, MA and has over 24 years of experience in the finance industry. Richard Fingerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lyman H. Jackson
CRD#: 1263219
120 Wells Avenue, Newton Center, MA 02459
96
Wealthminder
score

Lyman Jackson (CRD# 1263219) is an Investment Advisor Representative working at Financial Planning Solutions, LLC in Newton Center, MA and has over 32 years of experience in the finance industry. Lyman Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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