The Practical Planner, LLC
● SEC registered since 2024CRD 130601SEC# 801-129924Groton, MA
Reg. AUM
$145.3M
Employees
2
Accounts
66
Location
Groton, MA
The Practical Planner, LLC assets under management
The Practical Planner, LLC is an investment advisory firm registered with the SEC based in Groton, MA. The firm has been registered since 2024. It reports $145.3 million in regulatory assets under management and employs 2 people.
The Practical Planner, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Henry Konetzny Control | Managing Member/Cco | Over 75% | 2018 |
| Patricia Ann Konetzny Control | Managing Member | 10-25% | 2017 |
Frequently asked questions
How much does The Practical Planner, LLC manage?
The Practical Planner, LLC reports $145.3 million in regulatory assets under management on its Form ADV.
How many employees does The Practical Planner, LLC have?
The Practical Planner, LLC reports 2 employees.
Where is The Practical Planner, LLC located?
The Practical Planner, LLC is based in Groton, MA and has been SEC-registered since 2024.
Does The Practical Planner, LLC disclose fund performance?
The Practical Planner, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 274 Main St, Groton, MA 01450 |
| Phone | 978-448-3403 |
| Fax | 978-877-5420 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.3M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$145.3Mregulatory AUM
Discretionary $145.3M