FINANCIAL PLANS & STRATEGIES, INC.

375 N. Madison Avenue
Greenwood, Indiana 46142-3636
Tel: 317-882-7675

About FINANCIAL PLANS & STRATEGIES, INC.

FINANCIAL PLANS & STRATEGIES, INC, formally registered with the SEC as FINANCIAL PLANS & STRATEGIES, INC. The firm was established in 01/27/2016. They have over 2 offices throughout the country.

FINANCIAL PLANS & STRATEGIES, INC. is a Greenwood, Indiana based Financial Planning firm with nearly $549,874,500 assets under management, offering retirement planning & investment advisory services to 2777 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123793
SEC#	801-107206
Assets Managed by Firm	$549,874,500
No. of Clients	2777
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2777	$549,874,500
Individuals (other than high net worth individuals)	1086	$184,857,005
High net worth individuals	246	$358,471,199

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40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
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OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
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