Overview
Assets Under Management: $155 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 42
Average Client Assets: $1.8 million
Frequently Asked Questions
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. 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 #126411), FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. is subject to fiduciary duty under federal law.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. is headquartered in WEST PALM BEACH, FL.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. serves 42 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. manages $155 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.45%
Average Client Assets: $1.8 million
Total Client Accounts: 321
Discretionary Accounts: 239
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 126411
Filing ID: 1954752
Last Filing Date: 2025-03-28 08:51:00