John Konetzny is a CFP-designated registered investment advisor at The Practical Planner, based in Groton, MA, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 66 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
Contact
John Konetzny
Location
274 Main Street, Groton, MA, 01450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a Trustee/Investment Committee member since 2019 and Treasurer since 2023 for the Groton Public Library Endowment Trust. He dedicates minimal time to these roles, managing funds, maintaining records, and ensuring compliance.
Employment History
Current Registrations
The Practical Planner
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
John resides in the quintessential New England town of Groton, Massachusetts with his wife Elizabeth and their children. He serves as a member of the Groton Economic Development Committee, the Groton Business Association and as an Eagle Scout, continues to stay active with the Boy Scouts in Groton. In his spare time, John enjoys cycling and running through the picturesque country roads in the area, visiting new cities throughout the U.S. and spending time with his nieces and nephews.