Financial Planning Solutions, LLC

Financial Planning Solutions, LLC (CRD# 168211) is a financial advisory firm headquartered in Newton, MA. They manage $283,642,698 in 1,174 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
134 Rumford Ave, Suite 203, Newton, MA 02466
http://www.planwithfps.com
By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    1,174
    ACCOUNTS
  • Average Account Value
    $241,604
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
The map below shows states where this firm has explicit registration only.

CA, MA, NH

Financial Advisors at Financial Planning Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard Fingerman, financial advisor Newton MA
Richard H. Fingerman
CRD#: 1976526
134 Rumford Ave, Suite 203, Newton, MA 02466

Richard Fingerman (CRD# 1976526) is an Investment Advisor Representative working at Financial Planning Solutions, LLC in Newton, MA and has over 31 years of experience in the finance industry.

2
Lyman Jackson, financial advisor Newton MA
Lyman H. Jackson
CRD#: 1263219
134 Rumford Ave, Suite 203, Newton, MA 02466

Lyman Jackson (CRD# 1263219) is an Investment Advisor Representative working at Financial Planning Solutions, LLC in Newton, MA and has over 39 years of experience in the finance industry.

3
Andrew Holmes, financial advisor Newton MA
Andrew F. Holmes
CRD#: 7137994
134 Rumford Ave, Suite 203, Newton, MA 02466

Andrew Holmes (CRD# 7137994) is an Investment Advisor Representative working at Financial Planning Solutions, LLC in Newton, MA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals