Financial Planning Consultants, LLC

Overview

Financial Planning Consultants, LLC is an individually owned limited liability company that operates as a small advisory and financial services firm. The firm provides financial planning and selects external advisers on behalf of clients, and it functions as a capital allocator rather than running a large in-house investment platform. Its public profile lists fee arrangements that include a percentage-of-AUM component and other fee types. The organization is also active as an insurance broker and maintains accounting services, and it holds industry affiliations tied to broker-dealers, insurance companies, accounting practices and other investment advisers. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or a related adviser. The record does not include the year of SEC registration.

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Location & Offices