Financial Planning Center
RIAState Registered
Total AUM
$11.5M
Discretionary
$0
0% of AUM
Avg account
$1.3M
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167957
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Planning Center is an independent, sole-practitioner advisory firm organized as a sole proprietorship and registered to operate in Wisconsin. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Compensation is a percentage-of-assets-under-management model. The adviser does not position itself as a capital allocator, is not active on ESG mandates, and does not operate as a multi-state adviser.
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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