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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