# The Practical Planner

The Practical Planner is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 130601
- **SEC file number:** 801-129924
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130601

## About

THE PRACTICAL PLANNER is an SEC-registered investment adviser in Groton, MA, registered since 2024. The firm manages approximately $145 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management

## Questions

### How does the firm handle philanthropy and legacy planning?

While specific philanthropic vehicles have not been named, cross-generational planning is a central function. The office routinely structures trust distributions, administers charitable giving vehicles such as donor-advised funds or private foundations, and manages the logistics of multi-jurisdictional wealth transfer to minimize erosion from estate taxes.

## Related profiles

- [Northwest Criterion Asset Management](https://altss.com/profile/northwest-criterion-asset-management-llc)
- [FRANCIS LLC](https://altss.com/profile/francis-llc)

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Last updated: 2026-07-06T01:24:27.035Z

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