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Financial Planning Solutions, LLC

CRD 168211SEC# 801-113221Auburndale, MA
Export (members)
No longer SEC-registered. Financial Planning Solutions, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$312.4M
Employees
8
Accounts
1,136
Location
Auburndale, MA

Financial Planning Solutions, LLC assets under management

Financial Planning Solutions, LLC is a registered investment adviser overseen by the SEC based in Auburndale, MA. It reports $312.4 million in regulatory assets under management and employs 8 people.
View on SEC.gov ↗

Financial Planning Solutions, LLC owners & executives

2 reported
NameTitleOwnershipSince
Lyman Hood Jackson ControlMember And Chief Compliance Officer50-75%2013
Richard Howard Fingerman ControlMember50-75%2013

Frequently asked questions

How much does Financial Planning Solutions, LLC manage?

Financial Planning Solutions, LLC reports $312.4 million in regulatory assets under management on its Form ADV.

How many employees does Financial Planning Solutions, LLC have?

Financial Planning Solutions, LLC reports 8 employees.

Where is Financial Planning Solutions, LLC located?

Financial Planning Solutions, LLC is based in Auburndale, MA.

Does Financial Planning Solutions, LLC disclose fund performance?

Financial Planning Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address134 Rumford Ave, Suite 203, Auburndale, MA 02466
Office hours9 a.m. To 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$279.5M
Non-discretionary$32.9M
Total (RAUM)$312.4M