THE PRACTICAL PLANNER, LLC
DBA: THE PRACTICAL PLANNER
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $145.3M |
| Discretionary | $145.3M100% of AUM |
| Client Accounts | 66 |
| Avg Account Size | $2.2M |
| Employees | 2 |
| Peak AUM | $145.3MFeb 2026 |
| AUM CAGR | +16.3% /yrover 2 yrs · 3 filings |
AUM by Client Type
Total AUM
$145M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $145M | +15.8% | +16.3% | — | — |
| Discretionary AUM | $145M | +15.8% | |||
Key Metrics
| Total AUM | $145.3M |
| Discretionary | $145.3M |
| Employees | 2 |
| Client Accounts | 66 |
| Client Range | 1-10 |
Contact & Location
Address
274 MAIN ST
GROTON MA 01450
Phone
978-448-3403
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$145M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported