THE Practical Planner
SEC RegisteredFEE-ONLY, TAX FOCUSED, FINANCIAL PLANNING AND WEALTH MANAGEMENT
About the firm
The Practical Planner, LLC is an independent, Fee-Only financial planning firm that provides comprehensive, tax-focused financial advice and wealth management. As Fee-Only Certified Financial Planners™ and Enrolled Agents, clients pay directly for professional advice and are not sold products. The firm is also a Registered Investment Advisor that customizes strategies to meet the diverse investment objectives of its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and wealth management including tax planning and tax preparation, investment advisory services, goal setting, net worth analysis, estate planning, risk management, education planning, and retirement planning, using no-load low-cost mutual funds and exchange traded funds.
Who they serve
Clients with a minimum portfolio size of $2,500,000 seeking comprehensive financial planning and investment management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12 | $12M |
| High Net Worth Individuals | 54 | $133M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 2.00% |
| $500,001 to $1,000,000 | 1.75% |
| $1,000,001 to $2,500,000 | 1.50% |
| $2,500,001 and above | — |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Practical Planner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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