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Home > Retirement Planners > north carolina > charlotte > FINANCIAL PLANNING SERVICES, INC.
FINANCIAL PLANNING SERVICES, INC.
15720 Brixham Hill Ave
Ste 300
Charlotte, North Carolina 28277
Tel: 704-643-5000
About FINANCIAL PLANNING SERVICES, INC.
FINANCIAL PLANNING SERVICES, INC, formally registered with the SEC as FINANCIAL PLANNING SERVICES, INC. The firm was established in 09/22/2020. They have over 2 offices throughout the country.
FINANCIAL PLANNING SERVICES, INC. is a Charlotte, North Carolina based Financial Planning firm with nearly $137,000,000 assets under management, offering retirement planning & investment advisory services to 318 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311146 |
| SEC# | 801-119824 |
| Assets Managed by Firm | $137,000,000 |
| No. of Clients | 318 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 318 | $137,000,000 |
| Individuals (other than high net worth individuals) | 80 | $82,000,000 |
| High net worth individuals | 40 | $55,000,000 |
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| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
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| $137,561,001,775 | 6685 | 31 |
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