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).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at The Practical Planner
Showing 1 - 2 of 2 top financial advisors.
1
John H. Konetzny
CRD#: 5841600
274 Main Street, Groton, MA 01450

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 A. Konetzny
CRD#: 2819640
274 Main St, Groton, MA 01450

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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