Financial Planning Associates, Inc.

Overview

Financial Planning Associates, Inc. is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm offers comprehensive financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting and overseeing third-party managers on behalf of clients. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not position itself as an ESG-focused adviser and is not registered as a multi-state adviser or pension consultant. Its business model emphasizes working with personal clients and coordinating outside managers rather than operating as a multi-branch institutional platform.

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Public Holdings

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Location & Offices