The Practical Planner

The Practical Planner (CRD# 130601) is a financial advisory firm headquartered in Groton, MA. They manage $67,384,746 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $1,225,177
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at The Practical Planner
Showing 1 - 2 of 2 top financial advisors.
1
John H. Konetzny
CRD#: 5841600
274 Main Street, Groton, MA 01450

John Konetzny (CRD# 5841600) is an Investment Advisor Representative working at The Practical Planner in Groton, MA and has over 9 years of experience in the finance industry. John Konetzny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patricia A. Konetzny
CRD#: 2819640
Maynard, MA

Patricia Konetzny (CRD# 2819640) is an Investment Advisor Representative working at The Practical Planner in Maynard, MA and has over 23 years of experience in the finance industry. Patricia Konetzny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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