The Practical Planner
The Practical Planner is an SEC-registered ria in Groton, MA with $145.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns The Practical Planner: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130601, SEC 801-129924, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $145.3M (2026-02-26)
- Firm type
- Ria
- Location
- Groton, MA
- Employees
- 2
- Clients
- 66
- CRD
- 130601
- Ownership
- KONETZNY, PATRICIA, ANN; KONETZNY, JOHN, HENRY
How much AUM does The Practical Planner have?
The Practical Planner reported $145.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns The Practical Planner?
Disclosed owners and executives of The Practical Planner include KONETZNY, PATRICIA, ANN, KONETZNY, JOHN, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.