Overview
Assets Under Management: $213 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 58
Average Client Assets: $1.7 million
Frequently Asked Questions
FINANCIAL PLANNING SERVICES 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 #121034), FINANCIAL PLANNING SERVICES is subject to fiduciary duty under federal law.
FINANCIAL PLANNING SERVICES is headquartered in FORT WAYNE, IN.
FINANCIAL PLANNING SERVICES serves 58 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL PLANNING SERVICES offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FINANCIAL PLANNING SERVICES manages $213 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, FINANCIAL PLANNING SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.57%
Average Client Assets: $1.7 million
Total Client Accounts: 1,067
Discretionary Accounts: 1,058
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 121034
Filing ID: 2075351
Last Filing Date: 2026-03-17 16:38:18