| Name | Title | Ownership | Since |
|---|---|---|---|
| John Henry Konetzny Control | Managing Member/Cco | Over 75% | 2018 |
| Patricia Ann Konetzny Control | Managing Member | 10-25% | 2017 |
The Practical Planner, LLC reports $125.5 million in regulatory assets under management on its Form ADV.
The Practical Planner, LLC reports 2 employees.
The Practical Planner, LLC is based in Groton, MA and has been SEC-registered since 2024.
The Practical Planner, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 274 Main St, Groton, MA 01450 |
| Phone | 978-448-3403 |
| Fax | 978-877-5420 |
| Office hours | 5-Sep |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $125.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $125.5M |