FINANCIAL PLANNING SOLUTIONS, LLC

FINANCIAL PLANNING SOLUTIONS, LLC of AUBURNDALE, MA is an SEC-registered investment adviser (CRD 168211). Regulatory assets under management: $312.4M.

Registration

• CRD: 168211
• SEC file number: 801-113221
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168211 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search