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Home > Retirement Planners > massachusetts > newton > FINANCIAL PLANNING SOLUTIONS, LLC
FINANCIAL PLANNING SOLUTIONS, LLC
134 Rumford Ave
Suite 203
Newton, Massachusetts 02466
Tel: 617-630-4978
About FINANCIAL PLANNING SOLUTIONS, LLC
FINANCIAL PLANNING SOLUTIONS, LLC, formally registered with the SEC as FINANCIAL PLANNING SOLUTIONS, LLC. The firm was established in 05/14/2018. They have over 2 offices throughout the country.
FINANCIAL PLANNING SOLUTIONS, LLC is a Newton, Massachusetts based Financial Planning firm with nearly $283,642,698 assets under management, offering retirement planning & investment advisory services to 1174 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168211 |
| SEC# | 801-113221 |
| Assets Managed by Firm | $283,642,698 |
| No. of Clients | 1174 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1174 | $283,642,698 |
| Individuals (other than high net worth individuals) | 176 | $149,119,434 |
| High net worth individuals | 10 | $106,475,098 |
| Pension and profit sharing plans | 11 | $28,048,166 |
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