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| Financial Planning Solutions LLC
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| CRD # | 168211 |
| SEC # | 801-113221 |
| CIK # | 0001766969 |
| AUM | $312.4 M (2025-12-12) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 617-630-4978 |
| Address | 134 Rumford Ave Auburndale, MA 02466 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.5 | ||
| Apple Inc | 4.1 | ||
| Berkshire Hills Bancorp Inc | 3.9 | ||
| LGI Homes Inc | 3.1 | ||
| PepsiCo Inc | 2.7 | ||
| Johnson & Johnson | 2.3 | ||
| Microsoft Corp | 2.1 | ||
| Colgate Palmolive Co | 2.0 | ||
| PIMCO Dynamic Income Fund | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 173.1 |
| (b) Individuals (high net worth individuals) | 21 | 106.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 32.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,136 | 312.4 |
| By Discretionary | ||
| Discretionary | 947 | 279.5 |
| Non-Discretionary | 189 | 32.9 |
| Total | 1,136 | 312.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.4 | |
| Total | 1,136 | 312.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766969] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Melone Private Wealth LLC
✚
|
MI | 0.3 |
|
Brady Family Wealth LLC
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|
MO | 0.3 |
|
FSR Wealth Management Ltd
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|
IL | 0.3 |
|
Columbia Advisory Partners LLC
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|
WA | 0.3 |
|
Lagoda Investment Management LP
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|
NY | 0.3 |
|
Topel & Distasi Wealth Management LLC
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|
CA | 0.3 |
|
Monere Wealth Management Inc
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|
IL | 0.3 |
|
Glass Wealth Management Co LLC
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|
TX | 0.3 |
|
Iwealth Financial LLC
✚
|
MN | 0.3 |
|
Miller Capital Partners Inc
✚
|
MI | 0.3 |