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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| FINGERMAN, RICHARD, HOWARD | I | MEMBER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JACKSON, LYMAN, HOOD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (5)
CA FL MA ME NH
Address
134 RUMFORD AVESUITE 203
AUBURNDALE, MA 02466
United States
Phone: 617-630-4978