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Financial Advisor
Massachusetts
Newton
FINANCIAL PLANNING SOLUTIONS, LLC

FINANCIAL PLANNING SOLUTIONS, LLC

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

About 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
Firm CRD#:

168211

Firm SEC#:

801-113221

Assets Under Management:

$283,642,698

No. of Clients:

1174

No. of Advisors:

7

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

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