The Practical Planner
Firm details
- Headquarters
- Groton, Massachusetts
- CRD number
- 130601
- Registered since
- April 17, 2024
- Website
- practicalplanner.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.81%
- Individuals8.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Practical Planner is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a client base made up of individuals and families. Its fee model combines percentage-of-AUM and fixed-fee arrangements. The adviser does not position itself as a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents11%
- US Government Bonds5%
- Exchange Traded Equities4%
Contacts
2 of 2
Patricia Konetzny
PartnerCRD 2819640
John Konetzny
PartnerCRD 5841600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Groton, MA
Middlesex
Location
Groton, MA
Headquartered in Groton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 274 Main St
- Time zone
- ET (UTC-5)
- Office locations
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