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FINANCIAL PLANNING SOLUTIONS, LLC

Tel: 617-630-4978
134 Rumford Ave
Suite 203
Newton, Massachusetts  02466

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FINANCIAL PLANNING SOLUTIONS, LLC

FINANCIAL PLANNING SOLUTIONS, LLC is a Newton, Massachusetts based financial advisory firm with nearly $283,642,698 in assets under management and provides investment advisory services for 1174 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

168211

SEC#:

801-113221

No. of Clients:

1174

Assets under Management

$283,642,698

No. of Advisors:

7

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