FINANCIAL PLANNING SOLUTIONS, LLC
CRD #168211 SEC #801-113221 AUBURNDALE, MA 617-630-4978
SEC Registered
Total AUM
$312.4M
Discretionary
$279.5M
Employees
8
Clients
26
Accounts
1,136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $312.4M | $279.5M | $32.9M | 8 | 0 |
| Mar 2025 | $312.4M | $279.5M | $32.9M | 8 | 0 |
| Sep 2024 | $283.6M | $257.9M | $25.8M | 7 | 0 |
| Mar 2024 | $283.6M | $257.9M | $25.8M | 7 | 0 |
| Dec 2023 | $258.4M | $236.4M | $22M | 5 | 0 |
| Oct 2023 | $258.4M | $236.4M | $22M | 5 | 0 |
| May 2023 | $258.4M | $236.4M | $22M | 5 | 0 |
| Mar 2023 | $258.4M | $236.4M | $22M | 5 | 0 |
| Jan 2023 | $215.3M | $190.4M | $24.9M | 5 | 0 |
| May 2022 | $215.3M | $190.4M | $24.9M | 5 | 0 |
| Mar 2022 | $215.3M | $190.4M | $24.9M | 3 | 0 |
| Mar 2021 | $180.8M | $160.8M | $20M | 4 | 0 |
| Dec 2020 | $147.4M | $130.2M | $17.1M | 4 | 0 |
| Jul 2020 | $147.4M | $130.2M | $17.1M | 4 | 0 |
| Jun 2020 | $147.4M | $130.2M | $17.1M | 4 | 0 |
| Mar 2020 | $147.4M | $130.2M | $17.1M | 4 | 0 |
| Sep 2019 | $118.9M | $105M | $13.9M | 5 | 0 |
| Mar 2019 | $118.9M | $105M | $13.9M | 4 | 0 |
| Apr 2018 | $107.5M | $93.4M | $14.1M | 4 | 0 |
| Apr 2018 | $107.5M | $93.4M | $14.1M | 4 | 0 |
DateDec 2025
Total AUM$312.4M
Discretionary$279.5M
Non-Disc.$32.9M
Employees8
Clients0
DateMar 2025
Total AUM$312.4M
Discretionary$279.5M
Non-Disc.$32.9M
Employees8
Clients0
DateSep 2024
Total AUM$283.6M
Discretionary$257.9M
Non-Disc.$25.8M
Employees7
Clients0
DateMar 2024
Total AUM$283.6M
Discretionary$257.9M
Non-Disc.$25.8M
Employees7
Clients0
DateDec 2023
Total AUM$258.4M
Discretionary$236.4M
Non-Disc.$22M
Employees5
Clients0
DateOct 2023
Total AUM$258.4M
Discretionary$236.4M
Non-Disc.$22M
Employees5
Clients0
DateMay 2023
Total AUM$258.4M
Discretionary$236.4M
Non-Disc.$22M
Employees5
Clients0
DateMar 2023
Total AUM$258.4M
Discretionary$236.4M
Non-Disc.$22M
Employees5
Clients0
DateJan 2023
Total AUM$215.3M
Discretionary$190.4M
Non-Disc.$24.9M
Employees5
Clients0
DateMay 2022
Total AUM$215.3M
Discretionary$190.4M
Non-Disc.$24.9M
Employees5
Clients0
DateMar 2022
Total AUM$215.3M
Discretionary$190.4M
Non-Disc.$24.9M
Employees3
Clients0
DateMar 2021
Total AUM$180.8M
Discretionary$160.8M
Non-Disc.$20M
Employees4
Clients0
DateDec 2020
Total AUM$147.4M
Discretionary$130.2M
Non-Disc.$17.1M
Employees4
Clients0
DateJul 2020
Total AUM$147.4M
Discretionary$130.2M
Non-Disc.$17.1M
Employees4
Clients0
DateJun 2020
Total AUM$147.4M
Discretionary$130.2M
Non-Disc.$17.1M
Employees4
Clients0
DateMar 2020
Total AUM$147.4M
Discretionary$130.2M
Non-Disc.$17.1M
Employees4
Clients0
DateSep 2019
Total AUM$118.9M
Discretionary$105M
Non-Disc.$13.9M
Employees5
Clients0
DateMar 2019
Total AUM$118.9M
Discretionary$105M
Non-Disc.$13.9M
Employees4
Clients0
DateApr 2018
Total AUM$107.5M
Discretionary$93.4M
Non-Disc.$14.1M
Employees4
Clients0
DateApr 2018
Total AUM$107.5M
Discretionary$93.4M
Non-Disc.$14.1M
Employees4
Clients0