# FINANCIAL PLANNING SOLUTIONS, LLC

FINANCIAL PLANNING SOLUTIONS, LLC of AUBURNDALE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 168211
- Type: SEC-registered investment adviser
- SEC file number: 801-113221
- Location: 134 RUMFORD AVE, SUITE 203, AUBURNDALE, MA, 02466
- Phone: 617-630-4978
- Latest filing: 2025-12-12
- Regulatory AUM: $312.4M
- Discretionary AUM: $279.5M
- Non-discretionary AUM: $32.9M
- Clients: 8
- Accounts: 1,136

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Lyman Hood Jackson | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Richard Howard Fingerman | MEMBER | — |
| JACKSON LYMAN HOOD | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FINGERMAN RICHARD HOWARD | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168211/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168211/similar
- Related entities: https://search.stillhousedata.com/firm/168211/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168211

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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.