Overview
Assets Under Management: $145 million
Headquarters: GROTON, MA
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
THE PRACTICAL PLANNER is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130601), THE PRACTICAL PLANNER is subject to fiduciary duty under federal law.
THE PRACTICAL PLANNER is headquartered in GROTON, MA.
THE PRACTICAL PLANNER serves 54 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, THE PRACTICAL PLANNER offers financial planning and portfolio management for individuals. View all service details ↓
THE PRACTICAL PLANNER manages $145 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, THE PRACTICAL PLANNER serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 66
Discretionary Accounts: 66
Regulatory Filings
CRD Number: 130601
Filing ID: 2054648
Last Filing Date: 2026-02-26 15:26:29