Financial Planning Concepts, Inc.

Overview

Financial Planning Concepts, Inc. is a small, owner-operated independent registered investment advisor that focuses on financial planning and portfolio management for individual and family clients, including small business owners. The firm charges fees as a percentage of assets under management and also offers hourly planning engagements, which allows it to serve both ongoing advisory relationships and one-off planning projects. Investment activity centers on equities—exchange-traded stocks and ETFs represent the single largest sleeve—and the firm supplements equity exposure with third-party alternative strategies and traditional fixed-income and insurance products. The adviser is not positioned as an ESG specialist and does not operate as a multi-state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices