Overview
Assets Under Management: $75 million
Headquarters: WHITE PLAINS, NY
High-Net-Worth Clients: 33
Average Client Assets: $2.0 million
Frequently Asked Questions
FINANCIAL PLANNING ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159404), FINANCIAL PLANNING ASSOCIATES, LLC is subject to fiduciary duty under federal law.
FINANCIAL PLANNING ASSOCIATES, LLC is headquartered in WHITE PLAINS, NY.
FINANCIAL PLANNING ASSOCIATES, LLC serves 33 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL PLANNING ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FINANCIAL PLANNING ASSOCIATES, LLC manages $75 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, FINANCIAL PLANNING ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.44%
Average Client Assets: $2.0 million
Total Client Accounts: 60
Discretionary Accounts: 60
Regulatory Filings
CRD Number: 159404
Filing ID: 2084640
Last Filing Date: 2026-03-29 14:30:33