FINANCIAL PLANNING SOLUTIONS, LLC

NEWTON, Massachusetts·2 registered advisors·CRD# 168211
SEC# 801-1132211617-630-4978
01

Firm Overview

AUM
$284M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLANNING SOLUTIONS, LLC

2 registered advisors
Lyman Hood Jackson
NEWTON, Massachusetts
Richard Howard Fingerman
NEWTON, Massachusetts
05

Office Locations

NEWTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL PLANNING SOLUTIONS, LLC (CRD# 168211) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.