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

More Retirement Planning firms in Greenwood, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

Explore More Retirement Advisors in Greenwood, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.