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THE PRACTICAL PLANNER

GROTON, MA · CRD 130601 · IAPD ↗ · practicalplanner.com · 978-448-3403

$145.3MRegulatory AUM
2Advisory reps
2Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — THE PRACTICAL PLANNER reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2024 — THE PRACTICAL PLANNER (GROTON, MA) is newly SEC-registered with $108.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.