Overview
Assets Under Management: $145 million
Headquarters: FORT LAUDERDALE, FL
High-Net-Worth Clients: 44
Average Client Assets: $1.3 million
Frequently Asked Questions
FINANCIAL PLANNING SERVICES, 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 #311146), FINANCIAL PLANNING SERVICES, INC. is subject to fiduciary duty under federal law.
FINANCIAL PLANNING SERVICES, INC. is headquartered in FORT LAUDERDALE, FL.
FINANCIAL PLANNING SERVICES, INC. serves 44 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL PLANNING SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL PLANNING SERVICES, INC. manages $145 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, FINANCIAL PLANNING SERVICES, 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: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.31%
Average Client Assets: $1.3 million
Total Client Accounts: 326
Discretionary Accounts: 326
Regulatory Filings
CRD Number: 311146
Filing ID: 1971358
Last Filing Date: 2025-04-01 12:29:00