RIA Intel›Advisers›Massachusetts›FINANCIAL PLANNING SOLUTIONS, LLC

FINANCIAL PLANNING SOLUTIONS, LLC

Advisory

N·AUBURNDALE, MA

Data as of Sep 19, 2024 · Source: SEC Form ADV

Total AUM

$312M

1-Year AUM Growth

+9.8%

3-Year CAGR

+13.6%

Employees

6

Assets Under Management

Total AUM$312M

Discretionary AUM$280M

Non-Discretionary AUM$33M

Discretionary %89.5%

Total Clients266

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record18

First FilingApr 13, 2018

Latest FilingSep 19, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FINANCIAL PLANNING SOLUTIONS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.