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THE PRACTICAL PLANNER

THE PRACTICAL PLANNER, LLC

CRD 130601 · SEC 801-129924

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274 MAIN ST, GROTON, MA, 01450, United States

Phone

978-448-3403

Fax

978-877-5420

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$145.3M

Discretionary AUM

$145.3M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals12$11.9M
High net worth individuals54$133.4M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD