Patricia Konetzny
The Practical Planner · Groton, Massachusetts
Patricia Konetzny is a fee-only financial advisor at The Practical Planner in Groton, Massachusetts, who holds the CFP credential. Patricia charges an ongoing planning fee (a $2,500,000 asset minimum) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | The Practical Planner |
|---|---|
| Based in | Groton, Massachusetts |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $2,500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $145.3M across 66 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2819640 |
| Exams passed | Series 63 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.practicalplanner.com |
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Questions about Patricia
Is Patricia Konetzny a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and The Practical Planner reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia charges an ongoing planning fee.
How much does Patricia charge?
According to The Practical Planner's website, checked October 30, 2026: a $2,500,000 asset minimum.
Does Patricia work with clients virtually?
Yes. The Practical Planner says on its website that it works with clients remotely.
Where is Patricia Konetzny based?
Patricia Konetzny is based in Groton, Massachusetts.
What does Patricia specialize in?
Patricia's specialties include tax planning, retirement planning, estate & legacy planning and equity compensation. Patricia works with retirees and pre-retirees.
What credentials does Patricia Konetzny hold?
Patricia Konetzny holds the CFP credential.
Is Patricia Konetzny registered with the SEC?
Yes. Patricia Konetzny is registered as an investment adviser representative in MA (CRD 2819640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Practical Planner manage?
The Practical Planner reports $145.3M across 66 accounts in assets under management.
How do I contact Patricia Konetzny?
Through Patricia's website, www.practicalplanner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Practical Planner website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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