This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-1999
- Office Locations
- 1
Office Locations
About THE Practical Planner
The Practical Planner is a fee-only RIA providing tax-focused financial planning and wealth management for individuals and families, including retirees and business owners. Led by CFP professionals who are also IRS Enrolled Agents, the firm integrates tax planning with portfolio construction and asset allocation using primarily public funds and ETFs. Based in Groton, MA, they serve clients nationwide via virtual meetings and custody through firms such as Schwab and Fidelity.
Team overview
Insights
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN HENRY KONETZNY
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5841600
- Ownership
- 75% or more
PATRICIA ANN KONETZNY
Managing Member, Partner
- CRD
- #2819640
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,318,074 | $2,201,789 |
| Non-Discretionary | $0 | -- |
| Total | $145,318,074 | $2,201,789 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing