Firm
The Practical Planner
Groton, Massachusetts
Fee-only
Facts
| Based in | Groton, Massachusetts |
|---|---|
| Website | practicalplanner.com |
| [email protected] | |
| Phone | (978) 448-3403 |
The Practical Planner fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,500,000 |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Our minimum portfolio size for comprehensive financial planning and investment management is $2,500,000." source
"We work with clients through a transparent and comprehensive ongoing relationship." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $145 million |
| Individual clients | 12 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 130601 |