SourcingSourcing

THE PRACTICAL PLANNER, LLC

B50
CRD 130601·SEC 801-129924·GROTON, MA
AUM
$145.3M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$436K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE PRACTICAL PLANNER, LLC
CRD
130601
SEC file #
801-129924
EIN
—
DBA names
The Practical Planner

Economics

AUM
$145.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$125.5M → $145.3M▲ +16%
Client mix
Individuals High Net Worth54
Individuals Other12

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
GROTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
practicalplanner.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KONETZNY, JOHN, HENRY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KONETZNY, JOHN, HENRY
KONETZNY, PATRICIA, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PRACTICALPLANNER.COM
Rdap Domain Creation Date
1999-10-14T13:49:47Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4883
Soi Zip Pct 200k Plus
0.2621
Soi Zip Returns 200k Plus
1,460
Soi Zip Total AGI
1,040,653
Census Median Hh Income
186,750
Census High Income Households
1,709
Census Median Age
41
Census Pop 65 66 Total
291
Census Total Households
3,700
Fdic Zip Total Deposits
5,339,940,000
Fdic Zip Branch Count
106
Fdic Zip Top Banks
Middlesex Savings Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Census Bachelors Plus Count
2,525
Census Median Home Value
628,500
Census Unemployed Count
295
Census Zip
01450
Custodian Candidates
Full
Charles Schwab6
E*trade4
Lpl Financial1
Fdic Zip Branches Raw
BayBankGroton, MA
The Co-operative Bank of ConcordGroton, MA
Fdic Zip HHI
1800.32
Fdic Zip Top Bank Share Pct
30.89
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-10-14T13:49:47Z
Rdap Domain Last Changed
2023-08-19T19:37:45Z
Rdap Nameservers
Ns-1334.awsdns-38.orgNs-1937.awsdns-50.co.ukNs-348.awsdns-43.comNs-840.awsdns-41.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,287
Returns1,140
Stub 2
AGI24,325
Returns650
Stub 3
AGI37,015
Returns600
Soi Zip Total Business Income
38,462
Soi Zip Total Cap Gains
122,814
Soi Zip Total Dividends
47,708
Soi Zip Total Returns
5,570
Top Owner CRD
5841600
Trust Company Affiliate
No

People (2)

2
KONETZNY, JOHN, HENRY
IAR · Direct Owner · 87.5%
5841600
KONETZNY, PATRICIA, ANN
IAR · Direct Owner · 17.5%
2819640