Financial Planning Associates, LLC
Firm details
- Headquarters
- White Plains, New York
- CRD number
- 159404
- Registered since
- February 5, 2014
- Custodians
- CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI86.44%
- Individuals13%
- Pension & Profit Sharing Plans0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Planning Associates, LLC is an independent, individually owned RIA that acts as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it also performs selection of outside advisers. Its fee model includes percentage-of-AUM billing alongside hourly fees and other arrangements. The adviser is not positioned as an ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities14%
- US Government Bonds8%
- State & Local Bonds1%
Contacts
1 of 1Antonio Taddeo
Investment Advisor RepresentativeCRD 5110448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Plains, NY
Westchester
Location
White Plains, NY
Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 399 Knollwood Rd
- Time zone
- ET (UTC-5)
- Office locations
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