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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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