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FINANCIAL PLANNING SERVICES
6920 Pointe Inverness Way
Ste 170
Fort Wayne, Indiana 46804
Tel: 260-469-3218
About FINANCIAL PLANNING SERVICES
FINANCIAL PLANNING SERVICES, formally registered with the SEC as FINANCIAL PLANNING SERVICES. The firm was established in 04/11/2022. They have over 1 offices throughout the country.
FINANCIAL PLANNING SERVICES is a Fort Wayne, Indiana based Financial Planning firm with nearly $153,393,473 assets under management, offering retirement planning & investment advisory services to 872 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121034 |
| SEC# | 801-123630 |
| Assets Managed by Firm | $153,393,473 |
| No. of Clients | 872 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 872 | $153,393,473 |
| Individuals (other than high net worth individuals) | 391 | $72,425,689 |
| High net worth individuals | 45 | $70,569,640 |
| Pension and profit sharing plans | 1 | $542,608 |
| Charitable organizations | 1 | $1,526,583 |
| Corporations or other businesses | 2 | $8,328,953 |
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|---|---|---|---|
| $26,678,534,447 | 15 | 78 | |
| $25,872,395,406 | 10 | 37 | |
| $22,024,300,000 | 49099 | 643 | |
| $18,201,054,484 | 6270 | 150 | |
| $11,439,805,300 | 5947 | 56 |
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