# THE PRACTICAL PLANNER, LLC

THE PRACTICAL PLANNER, LLC of GROTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 130601
- Type: SEC-registered investment adviser
- SEC file number: 801-129924
- Location: 274 MAIN ST, GROTON, MA, 01450
- Phone: 978-448-3403
- Latest filing: 2026-02-26
- Regulatory AUM: $145.3M
- Discretionary AUM: $145.3M
- Clients: 2
- Accounts: 66

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Patricia Ann Konetzny | MANAGING MEMBER | — |
| John Henry Konetzny | MANAGING MEMBER/CCO | — |
| KONETZNY PATRICIA ANN | MANAGING MEMBER | — |
| KONETZNY JOHN HENRY | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130601/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130601/similar
- Related entities: https://search.stillhousedata.com/firm/130601/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130601

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.