The Practical Planner - Investment Advisers

About The Practical Planner

The Practical Planner, LLC is an investment adviser headquartered in Groton, Massachusetts. It is one of the investment advisers in Massachusetts and also serves clients in Maynard. The firm describes itself as an independent, fee-only financial planning practice that offers comprehensive, tax-focused planning and wealth management. Clients pay the firm directly for advice, and the firm states that it does not sell products or accept commissions. The firm is registered as an investment adviser, and its team includes enrolled agents who prepare clients' tax returns. Its stated services include investment management, tax planning, retirement and Social Security guidance, estate planning, insurance review, and support with employer stock options and deferred compensation plans. The firm says it uses no-load, low-cost mutual funds and exchange-traded funds, and it sets a minimum portfolio of $2,500,000 for its comprehensive planning relationship. The firm reports $145.32 million in regulatory assets under management and two employees. It says it acts as a fiduciary and is a member of the Alliance of Comprehensive Planners, a non-profit group of fee-only, tax-focused planners. For firms operating elsewhere in the country, see the US investment advisers directory.

Key Facts

Assets Under Management

$145.32M

Employees

2

SEC File Number

801-129924