The Practical Planner fees and pricing
Financial planner in Groton, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, The Practical Planner charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Fees for our planning services are based on an hourly rate of $200.00 per hour, due at time the service is completed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Practical Planner bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Notwithstanding the above, fees are generally negotiable.”
- “The remaining balance will be billed 2A - 2 WYCHICK INVESTMENT ADVISORS, INC.”
- “All invoices are due within 10 days of invoice.”
How The Practical Planner’s fees compare
- Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About The Practical Planner
“During our initial meeting with a financial planning Client, we discuss their current financial situation and goals for the future and create an investment strategy and asset allocation model designed to avoid potential shortfalls and help you reach your goals.”
- Firm size: 2 employees.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Early retirement / FIRE
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 66
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $145,318,074
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130601
- Phone
- (978) 448-3403
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Groton that publish fees
- Think Ahead Financial PlanningGroton$250/hr, $1,000-$5,000
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.